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  Name: David J Yvars Group
  City: VALHALLA
  State: NY
  Zip: 10595
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $148,305,000
  Total Value Change : $23,990,000
  Securities Held Change : 2
   
All Securities Held : 76
  New Positions : 7
  Closed Positions : 5
  Increased Positions : 36
  Unchanged Positions : 17
  Decreased Positions : 16

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Holdings Found : 5     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
   (DT)1 Year Chart         DT Dynatrace, Inc. 77 Closed $0.00 $0 0 0% -2,656,000 -48,560 0    N/A
   (MELI)1 Year Chart         MELI Mercadolibre Inc 81 Closed $1,716.78 $0 0 0% -3,260,000 -2,075 0    Business Services
   (TTD)1 Year Chart         TTD Trade Desk, Inc. 80 Closed $86.02 $0 0 0% -306,000 -4,255 0    N/A
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 79 Closed $488.10 $0 0 0% -3,102,000 -5,200 0    Application Software
   (BIDU)1 Year Chart         BIDU Baidu Inc 78 Closed $109.60 $0 0 0% -239,000 -2,006 0    Internet Service Prov...

      5 Records Found
  1    
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