Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| VIRTUS INVESTMENT PARTNERS, INC. | 10,980.59 | reported | 15 Mar 2022 | tx 63+24,607−27,974 |
| ZWEIG TOTAL RETURN FUND INC | 9,043 | reported | 20 May 2024 | tx 5+8,327 |
| Duff & Phelps Select Energy MLP Fund Inc. | 4,255 | reported | 14 Dec 2018 | tx 1+4,255 |
| Duff & Phelps Utility & Infrastructure Fund Inc. | 3,393 | reported | 09 Feb 2026 | tx 5+4,041 |
| Dividend Capital Realty Income Allocation Fund | 695 | reported | 24 May 2012 | tx 1+695 |
| ZWEIG FUND INC /MD/ | 350 | reported | 17 Dec 2013 | tx 1+350 |
| Virtus Global Multi-Sector Income Fund | 140 | reported | 24 May 2012 | tx 1+140 |
| Virtus Artificial Intelligence & Technology Opportunities Fund | 0 | reported | 20 Mar 2026 | tx 2+2,000−2,000 |
5 purchases reported after at least 12 months of silence — most recent on 29 Jul 2025.