Moritz A Sell
Director at Total Return Securities Fund (SWZ)
Purchase track record
Below average. Based on 3 purchases with a full 90 days of price history.
42
Avg. 90-day return-0.9%
vs. S&P 500-4.0%
Beat the market0%
Paper profit on buys−$4K
Total bought / sold$139K / $0
Reported trades
| Filed | Stock | Type | Shares | Price | Value | Since |
|---|---|---|---|---|---|---|
| Sep 30SEC | SWZTotal Return Securities Fund | Buy | 2,00030,246 held (+7%) | $5.77 | $12K | +0.2% |
| Sep 1SEC | SWZTotal Return Securities Fund | Buy | 3,00028,246 held (+12%) | $5.98 | $18K | -3.3% |
| Aug 12SEC | SWZTotal Return Securities Fund | Buy | 1,00025,246 held (+4%) | $5.91 | $6K | -2.2% |
| Jul 24SEC | SWZTotal Return Securities Fund | Buy | 51722,246 held (+2%) | $5.90 | $3K | -2.0% |
| Jul 24SEC | SWZTotal Return Securities Fund | Buy | 2,00024,246 held (+9%) | $5.86 | $12K | -1.4% |
| Jul 22SEC | SWZTotal Return Securities Fund | Buy | 1,00021,246 held (+5%) | $5.93 | $6K | -2.5% |
| Jul 22SEC | SWZTotal Return Securities Fund | Buy | 48321,729 held (+2%) | $5.90 | $3K | -2.0% |
| Jun 30SEC | SWZTotal Return Securities Fund | Buy | 2,09118,246 held (+13%) | $5.89 | $12K | -1.9% |
| Jun 30SEC | SWZTotal Return Securities Fund | Buy | 2,00020,246 held (+11%) | $5.93 | $12K | -2.5% |
| Jun 22SEC | SWZTotal Return Securities Fund | Buy | 14714,302 held (+1%) | $5.91 | $869 | -2.2% |
| Jun 22SEC | SWZTotal Return Securities Fund | Buy | 1,85316,155 held (+13%) | $5.91 | $11K | -2.2% |
| Jun 17SEC | SWZTotal Return Securities Fund | Buy | 15512,155 held (+1%) | $5.95 | $922 | -2.9% |
| Jun 17SEC | SWZTotal Return Securities Fund | Buy | 2,00014,155 held (+16%) | $5.96 | $12K | -3.0% |
| Jun 1SEC | SWZTotal Return Securities Fund | Buy | 1,00012,000 held (+9%) | $6.01 | $6K | -3.8% |
| Apr 27SEC | SWZTotal Return Securities Fund | Buy | 1,00211,000 held (+10%) | $6.07 | $6K | -4.8% |
| Feb 4SEC | SWZTotal Return Securities Fund | Buy | 1,1208,998 held (+14%) | $5.98 | $7K | -3.3% |
| Feb 4SEC | SWZTotal Return Securities Fund | Buy | 1,0009,998 held (+11%) | $5.96 | $6K | -3.0% |
| Oct 29SEC | SWZTotal Return Securities Fund | Buy | 1,0004,400 held (+29%) | $6.06 | $6K | -4.6% |
- Buy
Director Moritz A Sell bought $18K of SWZ at $5.98 — largest purchase by this insider in our records.
- Buy
Director Moritz A Sell bought $12K of SWZ at $5.96 — largest purchase by this insider in our records.
- Buy
Director Moritz A Sell bought $7K of SWZ at $5.98 — largest purchase by this insider in our records.
- Buy
Director Moritz A Sell bought $6K of SWZ at $6.06 — first open-market purchase in our records; raises the stake by 29%.