Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 32 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 |
|---|---|---|---|---|
| SRH Total Return Fund, Inc. | 74,308.38 | reported | 31 Jul 2025 | tx 89+120,930.4−30,926.71 |
| FIRST FINANCIAL FUND INC | 0 | reported | 20 Mar 2015 | tx 28+20,939.157−44,464.64 |
| NEUBERGER BERMAN REAL ESTATE INCOME FUND INC | 0 | reported | 20 Mar 2015 | tx 7+1,719.97−3,438.97 |
| BOULDER TOTAL RETURN FUND INC | 0 | reported | 20 Mar 2015 | tx 8+1,217.11−9,585.11 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Jan 2025 | PURCHASE | SRH Total Return Fund, Inc. | 715.18 | 16.66 USD | |
| 31 Jan 2025 | PURCHASE | SRH Total Return Fund, Inc. | 60.35 | 16.66 USD | |
| 31 Jul 2025 | PURCHASE | SRH Total Return Fund, Inc. | 684.67 | 17.74 USD | |
| 26 Mar 2025 | OTHER | SRH Total Return Fund, Inc. | 6,152.31 | 17.28 USD | |
| 30 Apr 2025 | PURCHASE | SRH Total Return Fund, Inc. | 712.61 | 16.88 USD | |
| 26 Mar 2025 | OTHER | SRH Total Return Fund, Inc. | 6,152.31 | 17.28 USD | |
| 01 Feb 2024 | PURCHASE | SRH Total Return Fund, Inc. | 57.38 | 14.07 USD | |
| 01 Feb 2024 | PURCHASE | SRH Total Return Fund, Inc. | 680.06 | 14.07 USD | |
| 31 Oct 2024 | PURCHASE | SRH Total Return Fund, Inc. | 629.08 | 15.64 USD | |
| 31 Oct 2024 | PURCHASE | SRH Total Return Fund, Inc. | 53.08 | 15.64 USD | |
| 31 Jul 2024 | PURCHASE | SRH Total Return Fund, Inc. | 634.15 | 15.38 USD | |
| 31 Jul 2024 | PURCHASE | SRH Total Return Fund, Inc. | 53.51 | 15.38 USD | |
| 30 Apr 2024 | PURCHASE | SRH Total Return Fund, Inc. | 670.48 | 14.41 USD | |
| 30 Apr 2024 | PURCHASE | SRH Total Return Fund, Inc. | 56.58 | 14.41 USD | |
| 01 Feb 2023 | PURCHASE | SRH Total Return Fund, Inc. | 54.54 | 12.95 USD | |
| 01 Feb 2023 | PURCHASE | SRH Total Return Fund, Inc. | 646.39 | 12.95 USD | |
| 01 May 2023 | PURCHASE | SRH Total Return Fund, Inc. | 55.12 | 12.94 USD | |
| 01 May 2023 | PURCHASE | SRH Total Return Fund, Inc. | 653.2 | 12.94 USD | |
| 01 Aug 2023 | PURCHASE | SRH Total Return Fund, Inc. | 52.28 | 13.78 USD | |
| 01 Aug 2023 | PURCHASE | SRH Total Return Fund, Inc. | 619.57 | 13.78 USD | |
| 01 Nov 2023 | PURCHASE | SRH Total Return Fund, Inc. | 57.52 | 12.64 USD | |
| 01 Nov 2023 | PURCHASE | SRH Total Return Fund, Inc. | 681.61 | 12.64 USD | |
| 02 May 2022 | PURCHASE | SRH Total Return Fund, Inc. | 578.94 | 13.50 USD | |
| 01 Nov 2022 | PURCHASE | SRH Total Return Fund, Inc. | 54.27 | 12.38 USD | |
| 02 May 2022 | PURCHASE | SRH Total Return Fund, Inc. | 48.85 | 13.50 USD |
4 purchases reported after at least 12 months of silence — most recent on 29 May 2018.