Carson Wealth (CWM LLC)’s Apollo Tactical Income Fund Inc. AIF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-84
| Closed | -$1K | – | 4594 |
|
|
2023
Q2 | $1K | Buy |
+84
| New | +$1K | ﹤0.01% | 4108 |
|
|
2023
Q1 | – | Sell |
-45
| Closed | -$1K | – | 4393 |
|
|
2022
Q4 | $1K | Hold |
45
| – | – | ﹤0.01% | 3890 |
|
|
2022
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 3813 |
|
|
2022
Q2 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 3683 |
|
|
2022
Q1 | – | Sell |
-17
| Closed | – | – | 3917 |
|
|
2021
Q4 | $0 | Buy |
+17
| New | – | ﹤0.01% | 3659 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2846 |
|
|
2021
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 2846 |
|
|
2020
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 2846 |
|
|
2020
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 2846 |
|
|
2020
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2846 |
|
|
2020
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 2846 |
|
|
2019
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 2846 |
|
|
2019
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 2846 |
|
|
2019
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2846 |
|
|
2019
Q1 | $1K | Sell |
50
-11,405
| -100% | -$228K | ﹤0.01% | 2846 |
|
|
2018
Q4 | $158K | Buy |
+11,455
| New | +$158K | ﹤0.01% | 646 |
|