Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 34 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 |
|---|---|---|---|---|
| NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC | 4,295,140 | reported | 15 Dec 2016 | tx 1−45,096 |
| Imperial Holdings, LLC | 3,501,179 | reported | 28 Jul 2017 | tx 28+10,371,759−1,967,810 |
| REAL ESTATE INCOME FUND INC | 2,246,547 | reported | 25 Apr 2016 | tx 29+635,171 |
| Nuveen Global Value Opportunities Fund | 2,194,974 | reported | 28 Sept 2016 | tx 20+308,559 |
| KOREA EQUITY FUND INC | 1,627,674 | reported | 07 Jun 2017 | tx 10+386,262 |
| Dividend Capital Realty Income Allocation Fund | 1,553,860 | reported | 22 Mar 2017 | tx 17+313,732−2,636,634 |
| FIRST TRUST ACTIVE DIVIDEND INCOME FUND | 1,524,221 | reported | 04 Aug 2016 | tx 15+165,789 |
| PACHOLDER HIGH YIELD FUND INC | 1,408,152 | reported | 07 Jul 2017 | tx 35+149,969−52,587 |
| Nuveen Long/Short Commodity Total Return Fund | 1,166,357 | reported | 01 Dec 2016 | tx 11+38,647 |
| ADVENT/CLAYMORE ENHANCED GROWTH & INCOME FUND | 942,547 | reported | 17 May 2017 | tx 4+25,700−81,508 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 May 2026 | PURCHASE | Total Return Securities Fund | 4,500 | 5.97 USD | |
| 27 May 2026 | PURCHASE | Total Return Securities Fund | 3,000 | 5.98 USD | |
| 28 May 2026 | PURCHASE | Total Return Securities Fund | 100 | 5.98 USD | |
| 28 May 2026 | PURCHASE | Total Return Securities Fund | 5,400 | 5.99 USD | |
| 18 May 2026 | PURCHASE | Total Return Securities Fund | 4,000 | 5.95 USD | |
| 19 May 2026 | PURCHASE | Total Return Securities Fund | 13 | 5.95 USD | anomaly |
| 20 May 2026 | PURCHASE | Total Return Securities Fund | 2,987 | 5.96 USD | |
| 16 Apr 2026 | PURCHASE | Total Return Securities Fund | 4,718 | 6.06 USD | |
| 16 Apr 2026 | PURCHASE | Total Return Securities Fund | 3,000 | 6.05 USD | |
| 16 Apr 2026 | PURCHASE | Total Return Securities Fund | 547 | 6.04 USD | |
| 17 Apr 2026 | PURCHASE | Total Return Securities Fund | 3,000 | 6.09 USD | |
| 27 Mar 2026 | PURCHASE | Total Return Securities Fund | 5,900 | 5.92 USD | |
| 30 Mar 2026 | PURCHASE | Total Return Securities Fund | 5,300 | 5.91 USD | |
| 24 Mar 2026 | PURCHASE | Total Return Securities Fund | 1,000 | 5.95 USD | |
| 24 Mar 2026 | PURCHASE | Total Return Securities Fund | 5,000 | 5.96 USD | |
| 11 Mar 2026 | PURCHASE | Total Return Securities Fund | 1,700 | 6.00 USD | |
| 12 Mar 2026 | PURCHASE | Total Return Securities Fund | 3,324 | 6.00 USD | |
| 05 Mar 2026 | PURCHASE | Total Return Securities Fund | 12,000 | 6.01 USD | |
| 06 Mar 2026 | PURCHASE | Total Return Securities Fund | 12,500 | 5.97 USD | |
| 02 Mar 2026 | PURCHASE | Total Return Securities Fund | 9,918 | 5.95 USD | |
| 02 Mar 2026 | PURCHASE | Total Return Securities Fund | 5,000 | 6.15 USD | |
| 26 Feb 2026 | PURCHASE | Total Return Securities Fund | 5,000 | 6.17 USD | |
| 27 Feb 2026 | PURCHASE | Total Return Securities Fund | 2,000 | 6.20 USD | |
| 24 Feb 2026 | PURCHASE | MFS INVESTMENT GRADE MUNICIPAL TRUST | 1,372 | 8.12 USD | |
| 24 Feb 2026 | PURCHASE | Total Return Securities Fund | 1,348 | 6.17 USD |
4 purchases reported after at least 12 months of silence — most recent on 03 Feb 2026.