Brian T. Zino is Director at ZWEIG TOTAL RETURN FUND INC (ZTR). They have made 14 open-market trades across 9 companies since 2007, most recently 2023-11-21.
CIK 0001239059
14 open-market purchases totalling $166K since 2007, never a sale. Across 11 scored buys the stock is down 5.4% at ninety days, and 5.4 points behind the S&P over the same stretch.
12 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 67% | 64% | 45% |
| Avg Move | -3.6% | +0.5% | -5.4% |
| Alpha | -3.1% | -0.7% | -5.4% |
| Scored | 12 | 11 | 11 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| EDI | BUY | 2023-11-21 | 2023-11-22 | $5.04 | $13K | +0.4% | N/A | N/A |
| EDF | BUY | 2023-11-21 | 2023-11-22 | $4.20 | $11K | +2.6% | +0.7% | +6.4% |
| NCZ | BUY | 2022-03-28 | 2022-03-29 | $4.28 | $13K | -5.0% | -10.5% | -28.5% |
| NFJ | BUY | 2022-03-28 | 2022-03-29 | $14.31 | $12K | -3.8% | -8.7% | -17.9% |
| ZTR | BUY | 2019-01-15 | 2019-01-17 | $9.52 | $19K | +3.9% | +7.6% | +11.7% |
| DSE | BUY | 2019-01-15 | 2019-01-17 | $4.83 | $10K | +3.9% | +6.6% | +5.6% |
| VGI | BUY | 2019-01-15 | 2019-01-17 | $11.70 | $12K | N/A | N/A | N/A |
| DSE | BUY | 2017-12-18 | 2017-12-19 | $5.81 | $232 | +7.5% | +16.9% | -6.6% |
| VGI | BUY | 2017-12-18 | 2017-12-19 | $17.50 | $875 | N/A | N/A | N/A |
| ZF | BUY | 2017-12-18 | 2017-12-19 | $12.79 | $24K | +1.2% | -7.0% | -12.9% |
| ZTR | BUY | 2017-12-18 | 2017-12-19 | $13.30 | $6K | +0.9% | +0.4% | -16.6% |
| ZTR | BUY | 2015-04-08 | 2015-04-08 | $13.73 | $10K | +0.1% | +0.3% | +0.3% |
| ZF | BUY | 2015-04-08 | 2015-04-08 | $15.44 | $20K | -6.8% | +0.2% | +0.2% |
| SLS | BUY | 2007-08-16 | 2007-08-16 | $16.70 | $17K | -48.6% | -1.4% | -1.4% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| SLS |
| 1,000 |
| $9K |
| VGI | 2,000 | — |
| Total | $196K |
Shares reported on the most recent Form 4, priced at the 2023-11-22 close. 1 holding could not be priced and is excluded from the total.