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  Name: Sandbox Financial Partners LLC
  City: BETHESDA
  State: MD
  Zip: 20817
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $238,083,000
  Total Value Change : $24,986,000
  Securities Held Change : 9
   
All Securities Held : 97
  New Positions : 16
  Closed Positions : 7
  Increased Positions : 53
  Unchanged Positions : 5
  Decreased Positions : 23

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     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
   (XLE)1 Year Chart         XLE SPDR Energy Sector 99 Closed $89.99 $0 0 0% -967,000 -11,530 0    Closed - End Fund - E...
   (OIH)1 Year Chart         OIH VANECK Vectors Oil Services... 98 Closed $301.44 $0 0 0% -896,000 -2,896 0    Closed - End Fund - E...
   (QCLN)1 Year Chart         QCLN First Trust NASDAQ Clean Ed... 104 Closed $36.80 $0 0 0% -231,000 -5,470 0    N/A
   (CVSB)1 Year Chart         CVSB Calvert Ultra-short Investm... 103 Closed $0.00 $0 0 0% -261,000 -5,185 0    N/A
   (IHI)1 Year Chart         IHI iShares Dow Jones US Medica... 102 Closed $56.63 $0 0 0% -228,000 -4,221 0    Closed - End Fund - E...
   (NULV)1 Year Chart         NULV Nushares Esg Large Cap Valu... 101 Closed $0.00 $0 0 0% -559,000 -15,574 0    N/A
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 100 Closed $77.89 $0 0 0% -222,000 -2,919 0    N/A

      7 Records Found
  1    
Page 1 of 1
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