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Insider Information:   Goldstein Phillip
Relationship:   10% Owner
City:   Pleasantville
State:   NY
   
Insider Summary:
  
   
Companies Owned :   14    
Direct Shares   1,193,329    

Indirect Shares

   6,538,662      
Direct Value   $2,865,587    

Indirect Value

   $955,795      
Total Shares   7,731,991      
Total Value   $3,821,382      


Aberdeen First Israel Fund $0 Aberdeen Emerging Markets $0 Mexico Equity & Income Fund Inc $98,670 Special Opportunities Fund Inc $408,594 ASA Gold & Precious Metals Ltd $42,600 Korea Equity Fund Inc $0 Imperial Holdings, Llc $45,105 Virtus Total Return Fund $0 Brookfield Dtla Fund Office Trust Investor Inc. $0 Swiss Helvetia Fund $136,781 Putnam High Income Bond Fund $1,661,736 Herzfeld Caribbean $472,100 Aberdeen First Israel Fund $0 Aberdeen Emerging Markets $0 Mexico Equity & Income Fund Inc $98,670 Special Opportunities Fund Inc $408,594 ASA Gold & Precious Metals Ltd $42,600 Korea Equity Fund Inc $0 Imperial Holdings, Llc $45,105 Virtus Total Return Fund $0 Brookfield Dtla Fund Office Trust Investor Inc. $0 Swiss Helvetia Fund $136,781 Putnam High Income Bond Fund $1,661,736 Herzfeld Caribbean $472,100
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    21   
    57    

     Stock price went up :
    13   
    39    
     Stock price went down :
    8   
    18    
   
     Gain/Loss Ratio :
   1.6   
   2.2   
     Percentage Gain/Loss :
   6.6%
 1,040.8%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Aberdeen First Israel Fund ISL Director 2006-12-27 525 2005-08-18 0    Premium*  
            Aberdeen Emerging Markets ETF Director 2007-05-11 16,285 2007-05-11 693,599    Premium*  
            Mexico Equity & Income Fund Inc MXE Director 2021-10-15 10,002 2013-04-29 0    Premium*  
            Special Opportunities Fund Inc SPE Chairman and Secretary... 2023-12-28 31,822 2020-07-22 1,000    Premium*  
            ASA Gold & Precious Metals Ltd ASA Director 2013-06-20 2,400 2009-12-17 0    Premium*  
            Korea Equity Fund Inc KEF Director 2010-12-27 3,562 2010-09-21 732,551    Premium*  
            Imperial Holdings, Llc IFT Director, 10% Owner 2016-06-02 204,976 2016-06-02 4,285,185    Premium*  
            MVC Capital MVC 2020-12-23 0 2018-10-10 0    Premium*  
            Virtus Total Return Fund DCA See Explanation of Res... 2016-09-14 457,988 0    Premium*  
            Crossroads Capital Inc XRDC Director, 10% Owner 0 2017-06-07 826,327    Premium*  
            Brookfield Dtla Fund Office Trus... DTLAP 2019-01-02 682 2019-01-02 0    Premium*  
            Swiss Helvetia Fund SWZ Director 2021-07-02 16,783 2019-01-02 0    Premium*  
            Putnam High Income Bond Fund PCF Director 2023-04-21 244,373 2019-10-16 0    Premium*  
            Herzfeld Caribbean CUBA 10% Owner 2020-04-17 203,931 0    Premium*  
* Premium Members only  

Records found :    366         Free Registration Required For Full Results.    Limit: 25

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  Page 15 of 15
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
SWZ Swiss Helvetia Fund Director   –       •      –    2019-12-19 4 B $8.20 $21,410 D/D 2,611 74,262 2.39 -
SWZ Swiss Helvetia Fund Director   –       •      –    2020-01-06 4 B $8.33 $9,046 D/D 1,086 75,348 2.39 %
SWZ Swiss Helvetia Fund Director   –       •      –    2020-02-24 4 B $8.42 $84,459 D/D 10,013 85,361 2.39 %
SWZ Swiss Helvetia Fund Director   –       •      –    2020-02-25 4 B $8.32 $125,241 D/D 14,987 100,348 2.39 %
SWZ Swiss Helvetia Fund Director   –       •      –    2020-02-27 4 B $7.99 $39,950 D/D 5,000 0 2.39 %
SWZ Swiss Helvetia Fund Director   –       •      –    2020-02-28 4 B $7.73 $37,869 D/D 4,899 0 2.39 %
SWZ Swiss Helvetia Fund Director   –       •      –    2020-04-23 4 B $7.35 $36,750 D/D 5,000 115,247 2.39 %
SWZ Swiss Helvetia Fund Director   –       •      –    2020-04-30 4 B $7.37 $3,685 D/D 500 115,747 2.31 %
SWZ Swiss Helvetia Fund Director   –       •      –    2021-06-01 4 S $9.69 $97,920 D/D (10,089) 105,658 0 %
SWZ Swiss Helvetia Fund Director   –       •      –    2021-06-02 4 S $9.71 $84,650 D/D (8,711) 96,947 0 %
SWZ Swiss Helvetia Fund Director   –       •      –    2021-06-03 4 S $9.67 $19,284 D/D (1,994) 94,953 0 %
SWZ Swiss Helvetia Fund Director   –       •      –    2021-06-04 4 S $9.48 $731,404 D/D (76,958) 17,995 0 %
SWZ Swiss Helvetia Fund Director   –       •      –    2021-07-02 4 S $9.79 $11,865 D/D (1,212) 16,783 0 %
XRDC Crossroads Capital Inc Director   –       •       •   2016-06-30 3 IO $0.00 $0 I/I 0 826,327 -
XRDC Crossroads Capital Inc Director   –       •       •   2017-06-07 4 B $2.17 $61,799 I/I 28,479 826,327 2.25 -
XRDC Crossroads Capital Inc Director   –       •       •   2017-06-07 4 S $2.17 $61,799 I/I (28,479) 797,848 0 -
  366  Records found
  1   2   3   4   5   6   7   8   9   10   11   12   13   14   15     
  Page 15 of 15  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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