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Company Main View
Name:
EQ LLC
City:
MERCER ISLAND
State:
WA
Zip:
98040
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$162,283,000
Total Value Change :
$27,207,000
Securities Held Change :
8
All Securities Held :
52
New Positions
:
9
Closed Positions
:
3
Increased Positions
:
25
Unchanged Positions
:
2
Decreased Positions
:
16
Download
Free Registration Required For Full Results
Holdings Found :
2
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
ESGU
Ishares Msci Usa Esg Optimized
55
Closed
$0.00
$0
0
0%
-672,000
-6,404
0
N/A
SHY
Ishares Barclays 1-3 Treasu...
53
Closed
$81.61
$0
0
0%
-1,669,000
-20,340
0
Closed - End Fund - E...
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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