Allworth Financial’s Couchbase BASE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-168
| Closed | -$4.1K | – | 4919 |
|
|
2025
Q2 | $4.1K | Buy |
168
+48
| +40% | +$873 | ﹤0.01% | 3370 |
|
|
2025
Q1 | $2.04K | Buy |
+120
| New | +$1.99K | ﹤0.01% | 3205 |
|
|
2024
Q3 | – | Sell |
-100
| Closed | -$1.79K | – | 3755 |
|
|
2024
Q2 | $1.79K | Hold |
100
| – | – | ﹤0.01% | 2971 |
|
|
2024
Q1 | $2.63K | Hold |
100
| – | – | ﹤0.01% | 2707 |
|
|
2023
Q4 | $2.25K | Hold |
100
| – | – | ﹤0.01% | 2636 |
|
|
2023
Q3 | $1.72K | Buy |
100
+21
| +27% | +$344 | ﹤0.01% | 2614 |
|
|
2023
Q2 | $1.25K | Sell |
79
-400
| -84% | -$6.54K | ﹤0.01% | 2656 |
|
|
2023
Q1 | $6.74K | Buy |
+479
| New | +$7.07K | ﹤0.01% | 1932 |
|
