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  Name: Sandy Cove Advisors LLC
  City: Hingham
  State: MA
  Zip: 02043
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $217,006,000
  Total Value Change : $21,767,000
  Securities Held Change : 1
   
All Securities Held : 121
  New Positions : 12
  Closed Positions : 13
  Increased Positions : 65
  Unchanged Positions : 10
  Decreased Positions : 34

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Holdings Found : 13     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
   (IGM)1 Year Chart         IGM iShares S&P GSTI Tech Index Fd 124 Closed $91.40 $0 0 0% -334,000 -746 0    Closed - End Fund - E...
   (VTWO)1 Year Chart         VTWO Vanguard Russell 2000 Etf 130 Closed $81.33 $0 0 0% -545,000 -6,718 0    N/A
   (IDV)1 Year Chart         IDV iShares Dow Jones EPAC Sele... 123 Closed $0.00 $0 0 0% -456,000 -16,292 0    Closed - End Fund - E...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 129 Closed $177.81 $0 0 0% -349,000 -1,403 0    Auto Manufacturers
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 122 Closed $106.16 $0 0 0% -1,823,000 -16,817 0    Closed - End Fund - E...
   (HYD)1 Year Chart         HYD VanEck Vectors High-Yield M... 128 Closed $0.00 $0 0 0% -345,000 -6,674 0    Closed - End Fund - Debt
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 134 Closed $43.35 $0 0 0% -725,000 -17,649 0    Closed - End Fund - E...
   (FHLC)1 Year Chart         FHLC Fidelity Msci Health Care I... 127 Closed $68.87 $0 0 0% -269,000 -4,160 0    N/A
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 133 Closed $48.94 $0 0 0% -596,000 -12,787 0    Closed - End Fund - E...
   (IWZ)1 Year Chart         IWZ iShares Russell 3000 Growth 126 Closed $124.28 $0 0 0% -2,904,000 -27,901 0    Closed - End Fund - E...
   (NKE)1 Year Chart         NKE Nike Inc B 132 Closed $95.87 $0 0 0% -203,000 -1,869 0    Textile - Apparel Foo...
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value 125 Closed $87.82 $0 0 0% -3,563,000 -42,254 0    Closed - End Fund - E...
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 131 Closed $60.00 $0 0 0% -266,000 -3,367 0    Drug Stores

      13 Records Found
  1    
Page 1 of 1
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