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
-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% +$47.7K 0.15% 71
2023
Q3 		$267K Buy
19,960
+3,830
+24% +$49.9K 0.13% 75
2023
Q2 		$205K Buy
+16,130
New +$199K 0.1% 90
2021
Q1 		– Sell
-54
Closed -$1K – 378
2020
Q4 		$1K Sell
54
-52
-49% -$697 ﹤0.01% 313
2020
Q3 		$1K Buy
106
+2
+2% +$25 ﹤0.01% 331
2020
Q2 		$1K Buy
104
+2
+2% +$24 ﹤0.01% 326
2020
Q1 		$1K Buy
+102
New +$1.45K ﹤0.01% 315

Walled Lake Planning & Wealth Management's AIF Position: Q3 2024 in Review

Walled Lake Planning & Wealth Management sold out of Apollo Tactical Income Fund Inc. (AIF) in Q3 2024, closing a stake of 23,590 shares — an estimated $345K sold.

Walled Lake Planning & Wealth Management first reported a position in AIF in Q1 2020 and held it in 9 quarters. The position peaked at $345K in Q2 2024. 0 funds tracked by Wall St. Rank hold AIF as of Q3 2024.

  • Walled Lake Planning & Wealth Management reported no remaining Apollo Tactical Income Fund Inc. position as of Q3 2024 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 23,590 Apollo Tactical Income Fund Inc. shares in Q3 2024, an estimated $345K.
  • Walled Lake Planning & Wealth Management first reported a position in Apollo Tactical Income Fund Inc. in Q1 2020 and held it in 9 quarters.
  • Walled Lake Planning & Wealth Management's Apollo Tactical Income Fund Inc. position peaked at $345K in Q2 2024.
  • 0 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q3 2024.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.