EWA
BASE

EverSource Wealth Advisors’s Couchbase BASE Stock Holding History

EverSource Wealth Advisors’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
-980
Closed -$23.9K – 4331
2025
Q2 		$23.9K Buy
980
+880
+880% +$16K ﹤0.01% 2164
2025
Q1 		$1.57K Buy
100
+80
+400% +$1.33K ﹤0.01% 3037
2024
Q4 		$312 Sell
20
-7
-26% -$119 ﹤0.01% 3335
2024
Q3 		$435 Buy
+27
New +$467 ﹤0.01% 2900

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