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  Name: Costello Asset Management INC
  City: FEASTERVILLE
  State: PA
  Zip: 19053
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $139,784,000
  Total Value Change : $19,245,000
  Securities Held Change : -6
   
All Securities Held : 174
  New Positions : 8
  Closed Positions : 14
  Increased Positions : 39
  Unchanged Positions : 83
  Decreased Positions : 44

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Holdings Found : 14     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
   (KDP)1 Year Chart         KDP Keurig Dr Pepper Inc 185 Closed $34.14 $0 0 0% -4,000 -135 0    Beverage Soft Drinks...
   (LMAT)1 Year Chart         LMAT Lemaitre Vascular Inc 177 Closed $77.68 $0 0 0% -12,000 -203 0    Medical Instruments &...
   (PPA)1 Year Chart         PPA Invesco Aerospace & Defense... 184 Closed $104.78 $0 0 0% -3,000 -30 0    Closed - End Fund - Debt
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 176 Closed $261.93 $0 0 0% -121,000 -510 0    Closed - End Fund - E...
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 183 Closed $250.06 $0 0 0% -1,000 -3 0    Business Software & S...
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 174 Closed $48.34 $0 0 0% -14,000 -280 0    Networking & Communic...
   (DRIV)1 Year Chart         DRIV Global X Autonomous & Elect... 182 Closed $0.00 $0 0 0% -2,000 -100 0    N/A
   (XLB)1 Year Chart         XLB SPDR Materials Select Sector 188 Closed $91.37 $0 0 0% -4,000 -50 0    Closed - End Fund - E...
   (SCHC)1 Year Chart         SCHC Schwab International Small-... 173 Closed $36.50 $0 0 0% 0 -6 0    Closed - End Fund - E...
   (CIU)1 Year Chart         CIU iShares Barclays Intermedia... 180 Closed $51.20 $0 0 0% -10,000 -192 0    Closed - End Fund - E...
   (MIDD)1 Year Chart         MIDD Middleby Corp 187 Closed $132.64 $0 0 0% -684,000 -4,645 0    Diversified Machinery
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 179 Closed $44.57 $0 0 0% -6,000 -157 0    Closed - End Fund - E...
   (PEJ)1 Year Chart         PEJ Invesco Dynamic Leisure and... 186 Closed $45.10 $0 0 0% -2,000 -40 0    Closed - End Fund - Debt
   (KLD)1 Year Chart         KLD iShares KLD Select Social I... 178 Closed $110.09 $0 0 0% -12,000 -120 0    Closed - End Fund - E...
      14 Records Found
  1    
Page 1 of 1
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