WLPWM
AIF
Walled Lake Planning & Wealth Management’s Apollo Tactical Income Fund Inc. AIF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-23,590
| Closed | -$345K | – | 136 |
|
|
2024
Q2 | $345K | Hold |
23,590
| – | – | 0.14% | 85 |
|
|
2024
Q1 | $337K | Hold |
23,590
| – | – | 0.14% | 77 |
|
|
2023
Q4 | $329K | Buy |
23,590
+3,630
| +18% | +$50.7K | 0.15% | 71 |
|
|
2023
Q3 | $267K | Buy |
19,960
+3,830
| +24% | +$51.2K | 0.13% | 75 |
|
|
2023
Q2 | $205K | Buy |
+16,130
| New | +$205K | 0.1% | 90 |
|
|
2021
Q1 | – | Sell |
-54
| Closed | -$1K | – | 378 |
|
|
2020
Q4 | $1K | Sell |
54
-52
| -49% | -$963 | ﹤0.01% | 313 |
|
|
2020
Q3 | $1K | Buy |
106
+2
| +2% | +$19 | ﹤0.01% | 331 |
|
|
2020
Q2 | $1K | Buy |
104
+2
| +2% | +$19 | ﹤0.01% | 326 |
|
|
2020
Q1 | $1K | Buy |
+102
| New | +$1K | ﹤0.01% | 315 |
|