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 $1.74B AUM 34.09% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Melfa Wealth Management's AFT Position: Q3 2024 in Review

Melfa Wealth Management sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q3 2024, closing a stake of 12,399 shares — an estimated $180K sold.

Melfa Wealth Management first reported a position in AFT in Q4 2022 and held it in 7 quarters. The position peaked at $180K in Q2 2024. 2 funds tracked by Wall St. Rank hold AFT as of Q3 2024.

Melfa Wealth Management reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q3 2024 after selling out during the quarter.
Melfa Wealth Management sold 12,399 Apollo Senior Floating Rate Fund Inc. shares in Q3 2024, an estimated $180K.
Melfa Wealth Management first reported a position in Apollo Senior Floating Rate Fund Inc. in Q4 2022 and held it in 7 quarters.
Melfa Wealth Management's Apollo Senior Floating Rate Fund Inc. position peaked at $180K in Q2 2024.
2 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q3 2024.

Based on Melfa Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.