AssetMark Inc’s Callidus Software, Inc. CALD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,252
| Closed | -$36K | – | 2260 |
|
|
2017
Q4 | $36K | Hold |
1,252
| – | – | ﹤0.01% | 866 |
|
|
2017
Q3 | $31K | Hold |
1,252
| – | – | ﹤0.01% | 828 |
|
|
2017
Q2 | $30K | Hold |
1,252
| – | – | ﹤0.01% | 809 |
|
|
2017
Q1 | $27K | Hold |
1,252
| – | – | ﹤0.01% | 797 |
|
|
2016
Q4 | $21K | Hold |
1,252
| – | – | ﹤0.01% | 856 |
|
|
2016
Q3 | $23K | Sell |
1,252
-13
| -1% | -$239 | ﹤0.01% | 839 |
|
|
2016
Q2 | $25K | Buy |
1,265
+440
| +53% | +$8.7K | ﹤0.01% | 796 |
|
|
2016
Q1 | $14K | Buy |
+825
| New | +$14K | ﹤0.01% | 816 |
|