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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

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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged 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
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 75 - $81.26 $301,000 4,165 0.13% -22,000 0 0    N/A
   (SPYD)1 Year Chart         SPYD Spdr S&p 500 High Dividend Etf 82 - $40.34 $275,000 6,747 0.12% 11,000 0 0.003    N/A
   (CSWI)1 Year Chart         CSWI CSW Industrials Inc 88 - $261.69 $235,000 1,000 0.1% 28,000 0 0.007    N/A
   (PACB)1 Year Chart         PACB Pacific Biosciences Of Cali... 96 - $1.87 $90,000 24,000 0.04% -145,000 0 0.008    Biotechnology
   (SGMO)1 Year Chart         SGMO Sangamo Biosciences Inc 97 - $0.52 $17,000 24,833 0.01% 4,000 0 0.018    Biotechnology

      5 Records Found
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