Dorsey & Whitney Trust’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 |
-9,530
| Closed | -$273K | – | 399 |
|
|
2017
Q4 | $273K | Hold |
9,530
| – | – | 0.05% | 255 |
|
|
2017
Q3 | $235K | Hold |
9,530
| – | – | 0.05% | 277 |
|
|
2017
Q2 | $231K | Sell |
9,530
-3,200
| -25% | -$77.6K | 0.05% | 278 |
|
|
2017
Q1 | $272K | Hold |
12,730
| – | – | 0.06% | 244 |
|
|
2016
Q4 | $214K | Hold |
12,730
| – | – | 0.05% | 255 |
|
|
2016
Q3 | $233K | Buy |
12,730
+20
| +0.2% | +$366 | 0.05% | 235 |
|
|
2016
Q2 | $254K | Buy |
12,710
+310
| +3% | +$6.2K | 0.06% | 218 |
|
|
2016
Q1 | $207K | Hold |
12,400
| – | – | 0.05% | 228 |
|
|
2015
Q4 | $230K | Sell |
12,400
-300
| -2% | -$5.57K | 0.06% | 210 |
|
|
2015
Q3 | $216K | Sell |
12,700
-300
| -2% | -$5.1K | 0.06% | 216 |
|
|
2015
Q2 | $203K | Hold |
13,000
| – | – | 0.05% | 242 |
|
|
2015
Q1 | $165K | Buy |
+13,000
| New | +$165K | 0.04% | 245 |
|