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  Name: CHERRYDALE WEALTH MANAGEMENT LLC
  City: NEW ROCHELLE
  State: NY
  Zip: 10801
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $213,837,000
  Total Value Change : $22,203,000
  Securities Held Change : 12
   
All Securities Held : 62
  New Positions : 12
  Closed Positions : 2
  Increased Positions : 31
  Unchanged Positions : 4
  Decreased Positions : 15

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Holdings Found : 2     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 64 Closed $0.00 $0 0 0% -2,025,000 -20,197 0    N/A
   (UMC)1 Year Chart         UMC United Microelectronics Cor... 63 Closed $8.60 $0 0 0% -93,000 -10,955 0    Semiconductor - Integ...

      2 Records Found
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Page 1 of 1
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