Foundations Investment Advisors’s Apollo Tactical Income Fund Inc. AIF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$342K | 0.1% | 161 |
|
|
2024
Q1 | $3.71M | Buy |
259,221
+7,040
| +3% | +$101K | 0.1% | 166 |
|
|
2023
Q4 | $3.64M | Buy |
252,181
+22,874
| +10% | +$330K | 0.1% | 154 |
|
|
2023
Q3 | $3.07M | Buy |
229,307
+28,583
| +14% | +$382K | 0.09% | 165 |
|
|
2023
Q2 | $2.55M | Buy |
+200,724
| New | +$2.55M | 0.08% | 163 |
|