Bourgeon Capital Management’s Callidus Software, Inc. CALD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-32,100
| Closed | -$386K | – | 107 |
|
|
2014
Q3 | $386K | Hold |
32,100
| – | – | 0.23% | 78 |
|
|
2014
Q2 | $383K | Sell |
32,100
-2,900
| -8% | -$34.6K | 0.21% | 84 |
|
|
2014
Q1 | $438K | Buy |
35,000
+20,000
| +133% | +$250K | 0.28% | 74 |
|
|
2013
Q4 | $206K | Sell |
15,000
-25,000
| -63% | -$343K | 0.13% | 90 |
|
|
2013
Q3 | $367K | Sell |
40,000
-211,627
| -84% | -$1.94M | 0.25% | 78 |
|
|
2013
Q2 | $1.66M | Buy |
+251,627
| New | +$1.66M | 1.18% | 36 |
|