WLPWM
AIF

Walled Lake Planning & Wealth Management’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio AIF Stock Details AIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
2024
Q2 		$345K Hold
2024
Q1 		$337K Hold
2023
Q4 		$329K Buy
2023
Q3 		$267K Buy
2023
Q2 		$205K Buy
2021
Q1 		– Sell
2020
Q4 		$1K Sell
2020
Q3 		$1K Buy
2020
Q2 		$1K Buy
2020
Q1 		$1K Buy