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Company Main View
Name:
Agate Pass Investment Management LLC
City:
BAINBRIDGE ISLAND
State:
WA
Zip:
98110
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$186,377,000
Total Value Change :
$13,886,000
Securities Held Change :
-2
All Securities Held :
95
New Positions
:
1
Closed Positions
:
4
Increased Positions
:
42
Unchanged Positions
:
14
Decreased Positions
:
38
Download
Free Registration Required For Full Results
Holdings Found :
4
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
ITOT
iShares Core S&P Total US
98
Closed
$115.63
$0
0
0%
-269,000
-2,557
0
Closed - End Fund - E...
T
AT&T Corp
97
Closed
$18.22
$0
0
0%
-278,000
-16,592
0
Long Distance Carriers
IJR
iShares Core S&P Small-Cap
96
Closed
$109.65
$0
0
0%
-200,000
-1,852
0
Closed - End Fund - E...
WFC
Wells Fargo & Co
99
Closed
$59.92
$0
0
0%
-204,000
-4,150
0
Domestic Money Center...
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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