C
BASE

Covestor’s Couchbase BASE Stock Holding History

Covestor’s Portfolio BASE Stock Details BASE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15
Closed – – 2287
2025
Q2 		$0 Sell
15
-1
-6% -$18 ﹤0.01% 2207
2025
Q1 		$0 Sell
16
-6
-27% -$99 ﹤0.01% 2215
2024
Q4 		$0 Buy
22
+17
+340% +$290 ﹤0.01% 2231
2024
Q3 		$0 Hold
5
– – ﹤0.01% 2212
2024
Q2 		$0 Sell
5
-3
-38% -$70 ﹤0.01% 2241
2024
Q1 		$0 Buy
8
+3
+60% +$78 ﹤0.01% 2236
2023
Q4 		$0 Buy
+5
New +$92 ﹤0.01% 2144

Other funds holding BASE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return