MWM
AFT

Melfa Wealth Management’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

Melfa Wealth Management’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
-12,399
Closed -$180K – 203
2024
Q2 		$180K Hold
12,399
– – 0.13% 168
2024
Q1 		$177K Buy
12,399
+241
+2% +$3.36K 0.13% 164
2023
Q4 		$161K Buy
12,158
+249
+2% +$3.27K 0.15% 121
2023
Q3 		$160K Buy
11,909
+337
+3% +$4.45K 0.17% 111
2023
Q2 		$149K Buy
11,572
+244
+2% +$3.06K 0.15% 119
2023
Q1 		$143K Buy
11,328
+190
+2% +$2.45K 0.14% 120
2022
Q4 		$137K Buy
+11,138
New +$139K 0.14% 118

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