Andrew Dakos, President and CEO at Total Return Securities Fund (SWZ), bought 6,000 shares at $5.96 ($36K) on 2026-03-24, disclosed to the SEC on 2026-03-26.
Total Return Securities Fund President and CEO Andrew Dakos purchased 5,000 shares for $29,800, signaling confidence in the fund's recovery potential. This buy comes as the fund trades near its 52-week low, offering a potential entry point for contrarian investors.
The fund is currently trading at $5.93, just 1.54% above its 52-week low of $5.84, despite a significant 34.48% decline over the past year.
Insufficient data — needs manual review
The fund has underperformed the broader market with a 34.48% decline over the past year, which may indicate sector-specific or management challenges.
Nothing distinguishes this filing.
| # | Price | Shares | Value | % of Total |
|---|---|---|---|---|
| 1 | $5.95 | 1,000 | $6K | 16.6% |
| 2 | $5.96 | 5,000 | $30K | 83.4% |
| Total | $5.96 avg | 6,000 | $36K | 100% |
| Filing → |
| SPE | SELL | 2026-06-04 | $90K | — | Filing → |
| SWZ | BUY | 2026-05-29 | $78K | — | Filing → |
| SWZ | BUY | 2026-05-20 | $42K | — | Filing → |