Carolinas Wealth Consulting’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

Carolinas Wealth Consulting’s Portfolio AFT Stock Details AFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9,803	Closed	-$143K	–	1107
2024 Q2	$143K	Buy	9,803 +2,285	+30%	+$33.3K	0.03%	214
2024 Q1	$107K	Buy	7,518 +840	+13%	+$11.7K	0.02%	246
2023 Q4	$88.5K	Buy	6,678 +256	+4%	+$3.36K	0.02%	251
2023 Q3	$82.7K	Buy	+6,422	New	+$84.8K	0.02%	237

Other funds holding AFT

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Carolinas Wealth Consulting's AFT Position: Q3 2024 in Review

Carolinas Wealth Consulting sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q3 2024, closing a stake of 9,803 shares — an estimated $143K sold.

Carolinas Wealth Consulting first reported a position in AFT in Q3 2023 and held it in 4 quarters. The position peaked at $143K in Q2 2024. 2 funds tracked by Wall St. Rank hold AFT as of Q3 2024.

Carolinas Wealth Consulting reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q3 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 9,803 Apollo Senior Floating Rate Fund Inc. shares in Q3 2024, an estimated $143K.
Carolinas Wealth Consulting first reported a position in Apollo Senior Floating Rate Fund Inc. in Q3 2023 and held it in 4 quarters.
Carolinas Wealth Consulting's Apollo Senior Floating Rate Fund Inc. position peaked at $143K in Q2 2024.
2 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q3 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2024, filed 12 Nov 2024.