Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| ELLSWORTH GROWTH & INCOME FUND LTD | 12,292 | reported | 17 Dec 2025 | tx 13+8,903.04−1.01 |
| BANCROFT FUND LTD | 990 | reported | 17 Dec 2025 | tx 7+1,628.91 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Dec 2025 | PURCHASE | ELLSWORTH GROWTH & INCOME FUND LTD | 200 | 11.60 USD | first after silence |
| 17 Dec 2025 | PURCHASE | BANCROFT FUND LTD | 220 | 21.50 USD | |
| 23 Jan 2024 | PURCHASE | ELLSWORTH GROWTH & INCOME FUND LTD | 600 | 7.97 USD | |
| 23 Jan 2024 | PURCHASE | BANCROFT FUND LTD | 300 | 15.41 USD | |
| 02 Mar 2023 | PURCHASE | BANCROFT FUND LTD | 350 | 18.00 USD | |
| 01 Jul 2022 | PURCHASE | ELLSWORTH GROWTH & INCOME FUND LTD | 3,000 | 10.00 USD | first after silenceanomaly |
| 15 Jan 2019 | PURCHASE | ELLSWORTH GROWTH & INCOME FUND LTD | 1,350 | 8.82 USD | |
| 17 Jan 2018 | PURCHASE | ELLSWORTH GROWTH & INCOME FUND LTD | 600 | 9.59 USD | |
| 18 Sept 2017 | PURCHASE | ELLSWORTH GROWTH & INCOME FUND LTD | 1,000 | 25.00 USD | anomaly |
| 19 Jan 2017 | PURCHASE | ELLSWORTH GROWTH & INCOME FUND LTD | 600 | 8.52 USD | first after silence |
| 01 Mar 2016 | SALE | ELLSWORTH GROWTH & INCOME FUND LTD | 1.01 | 7.24 USD | |
| 14 Jan 2014 | GIFT | BANCROFT FUND LTD | 640 | 0.00 USD | |
| 24 Jun 2013 | PURCHASE | ELLSWORTH GROWTH & INCOME FUND LTD | 500 | 7.48 USD | |
| 11 Jan 2013 | GIFT | ELLSWORTH GROWTH & INCOME FUND LTD | 1,000 | 0.00 USD | |
| 12 Feb 2009 | OTHER | ELLSWORTH GROWTH & INCOME FUND LTD | 20.5 | 4.82 USD | |
| 11 Aug 2009 | OTHER | ELLSWORTH GROWTH & INCOME FUND LTD | 14.61 | 6.04 USD | |
| 14 May 2009 | OTHER | ELLSWORTH GROWTH & INCOME FUND LTD | 17.93 | 5.46 USD | |
| 12 Mar 2009 | OTHER | BANCROFT FUND LTD | 47.98 | 11.33 USD | |
| 10 Sept 2009 | OTHER | BANCROFT FUND LTD | 29.08 | 14.66 USD | |
| 11 Jun 2009 | OTHER | BANCROFT FUND LTD | 41.85 | 13.04 USD |
3 purchases reported after at least 12 months of silence — most recent on 17 Dec 2025.