MWM
AFT
Melfa Wealth Management’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$3.43K | 0.13% | 164 |
|
|
2023
Q4 | $161K | Buy |
12,158
+249
| +2% | +$3.3K | 0.15% | 121 |
|
|
2023
Q3 | $160K | Buy |
11,909
+337
| +3% | +$4.53K | 0.17% | 111 |
|
|
2023
Q2 | $149K | Buy |
11,572
+244
| +2% | +$3.15K | 0.15% | 119 |
|
|
2023
Q1 | $143K | Buy |
11,328
+190
| +2% | +$2.4K | 0.14% | 120 |
|
|
2022
Q4 | $137K | Buy |
+11,138
| New | +$137K | 0.14% | 118 |
|