SWRP
AFT

Summit Wealth & Retirement Planning’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio AFT Stock Details AFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-74,530
Closed -$941K – 108
2023
Q1 		$941K Buy
74,530
+54,518
+272% +$689K 0.35% 31
2022
Q4 		$247K Buy
+20,012
New +$247K 0.1% 91