SWZ | Total Return Securities Fund

CUSIP: 870875101

1 Funds Holding
98K Total Shares
$580140 Total Value
$6.00
Price
Market Cap
4.3
P/E Ratio
Forward P/E
EPS (TTM)
Dividend Yield
Cash
Total Debt
Shares Out
$5.84
$6.31
52-Week Range

Institutional Ownership of Total Return Securities Fund

Fund / Manager Click to search
Shares Value % of Portfolio Cost Basis Est. Return
Gardner Russo & Quinn|Thomas Russo
97.7K $580140
0.01%
$5.48 +8.63%

Trading Activity for Total Return Securities Fund

Fund / Manager Click to search
Action Change Shares After Value Price
2026-Q1
SELL -33.2% 97.7K $579163 $6.04
2025-Q4
SELL -66.3% 146.3K $909884 $6.04
2025-Q2
SELL -1.3% 434.2K $3M $6.31
2025-Q1
BUY +1.6% 293.4K $3M $8.86
2024-Q4
BUY +1.9% 288.8K $2M $7.95
2024-Q3
BUY +1.4% 283.4K $3M $8.54
2024-Q2
BUY +1.6% 279.4K $2M $7.94
2024-Q1
BUY +1.6% 274.9K $2M $7.93
2023-Q4
BUY +1.6% 270.5K $2M $7.58
2023-Q3
BUY +1.6% 266.3K $2M $8.15
2023-Q2
BUY +1.5% 262.0K $2M $8.20
2023-Q1
BUY +1.6% 258.2K $2M $7.86
2022-Q4
BUY +1.6% 254.1K $2M $7.53
2022-Q3
BUY +2.5% 250.1K $2M $7.71
2022-Q2
BUY +2.1% 244.2K $2M $8.34
2022-Q1
BUY +1.8% 239.1K $2M $9.14
2021-Q4
BUY +1.7% 234.8K $2M $9.55
2021-Q3
BUY +1.5% 230.9K $2M $9.80
2021-Q2
BUY +1.4% 227.5K $2M $9.29
2021-Q1
BUY +1.6% 224.3K $2M $9.06
2020-Q4
BUY +1.6% 220.9K $2M $8.39
2020-Q3
BUY NEW 217.6K $2M $8.16

Insider Trading for Total Return Securities Fund

No Insider Transactions
No Form 4 filings found for this stock in the last 2 years.