Foundations Investment Advisors’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Foundations Investment Advisors’s Portfolio AIF Stock Details AIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-282,552	Closed	-$4.14M	–	875
2024 Q2	$4.14M	Buy	282,552 +23,331	+9%	+$338K	0.1%	161
2024 Q1	$3.71M	Buy	259,221 +7,040	+3%	+$103K	0.1%	166
2023 Q4	$3.64M	Buy	252,181 +22,874	+10%	+$301K	0.1%	154
2023 Q3	$3.07M	Buy	229,307 +28,583	+14%	+$372K	0.09%	165
2023 Q2	$2.55M	Buy	+200,724	New	+$2.47M	0.08%	163

Foundations Investment Advisors's AIF Position: Q3 2024 in Review

Foundations Investment Advisors sold out of Apollo Tactical Income Fund Inc. (AIF) in Q3 2024, closing a stake of 282,552 shares — an estimated $4.14M sold.

Foundations Investment Advisors first reported a position in AIF in Q2 2023 and held it in 5 quarters. The position peaked at $4.14M in Q2 2024. 0 funds tracked by Wall St. Rank hold AIF as of Q3 2024.

Foundations Investment Advisors reported no remaining Apollo Tactical Income Fund Inc. position as of Q3 2024 after selling out during the quarter.
Foundations Investment Advisors sold 282,552 Apollo Tactical Income Fund Inc. shares in Q3 2024, an estimated $4.14M.
Foundations Investment Advisors first reported a position in Apollo Tactical Income Fund Inc. in Q2 2023 and held it in 5 quarters.
Foundations Investment Advisors's Apollo Tactical Income Fund Inc. position peaked at $4.14M in Q2 2024.
0 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q3 2024.

Based on Foundations Investment Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.