Creative Planning’s Callidus Software, Inc. CALD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-228
| Closed | -$5K | – | 4818 |
|
|
2017
Q1 | $5K | Buy |
+228
| New | +$5K | ﹤0.01% | 3944 |
|
|
2016
Q3 | – | Sell |
-65
| Closed | -$1K | – | 4610 |
|
|
2016
Q2 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 4141 |
|
|
2016
Q1 | – | Sell |
-2,000
| Closed | -$37K | – | 4523 |
|
|
2015
Q4 | $37K | Buy |
+2,000
| New | +$37K | ﹤0.01% | 2350 |
|