GOLDSTEIN PHILLIP

SWZ

GOLDSTEIN PHILLIP serves as director, officer, other: Secretary at Total Return Securities Fund (SWZ). This page tracks their complete SEC Form 4 insider trading history including stock purchases and sales.

Total Buys

10 trades

$637.2K

Total Sells

2 trades

$393.2K

Net Position

Net Buyer

$244.0K

Companies Traded

SWZ, PCF

Active Period

Feb 2025 – Mar 2026

12 total trades

Most Recent

Buy SWZ

Mar 9, 2026 · $59.9K

GOLDSTEIN PHILLIP's Insider Trading at Total Return Securities Fund (SWZ)

Buys

7 · $390.4K

Sells

1 · $213.2K

Total Shares Bought

65,000

Total Shares Sold

31,314

SWZ Price Chart

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Date	Type	Shares	Avg Price	Value	Shares After
Mar 9, 2026↗	Buy	10,000	$5.99	$59.9K	103,234
Mar 5, 2026↗	Buy	10,000	$6.01	$60.1K	93,234
Feb 25, 2026↗	Buy	5,000	$6.13	$30.6K	87,910
Feb 10, 2026↗	Buy	10,000	$6.07	$60.7K	82,910
Feb 6, 2026↗	Buy	10,000	$6.07	$60.7K	0
Feb 3, 2026↗	Buy	10,000	$5.92	$59.2K	72,910
Jan 30, 2026↗	Buy	10,000	$5.92	$59.2K	0
Jan 23, 2026↗	Sell	31,314	$6.81	$213.2K	0

GOLDSTEIN PHILLIP's Insider Trading at High Income Securities Fund (PCF)

Buys

3 · $246.7K

Sells

1 · $179.9K

Total Shares Bought

40,815

Total Shares Sold

26,280

PCF Price Chart

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Date	Type	Shares	Avg Price	Value	Shares After
Feb 4, 2026↗	Buy	17,514	$6.05	$106.0K	23,448
Feb 2, 2026↗	Buy	17,514	$6.05	$106.0K	0
Dec 16, 2025↗	Buy	5,787	$6.02	$34.8K	0
Feb 24, 2025↗	Sell	26,280	$6.85	$179.9K	0