Envestnet Asset Management’s Callidus Software, Inc. CALD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,562
| Closed | -$128K | – | 2953 |
|
|
2018
Q1 | $128K | Sell |
3,562
-5,357
| -60% | -$183K | ﹤0.01% | 1821 |
|
|
2017
Q4 | $255K | Sell |
8,919
-80
| -0.9% | -$2.18K | ﹤0.01% | 1738 |
|
|
2017
Q3 | $222K | Sell |
8,999
-4,169
| -32% | -$101K | ﹤0.01% | 1791 |
|
|
2017
Q2 | $318K | Sell |
13,168
-700
| -5% | -$15.2K | ﹤0.01% | 1698 |
|
|
2017
Q1 | $297K | Sell |
13,868
-888
| -6% | -$17.1K | ﹤0.01% | 1757 |
|
|
2016
Q4 | $248K | Sell |
14,756
-1,100
| -7% | -$18.8K | ﹤0.01% | 1798 |
|
|
2016
Q3 | $291K | Buy |
15,856
+15
| +0.1% | +$293 | ﹤0.01% | 1855 |
|
|
2016
Q2 | $317K | Buy |
15,841
+369
| +2% | +$6.67K | ﹤0.01% | 1859 |
|
|
2016
Q1 | $258K | Buy |
15,472
+10,625
| +219% | +$158K | ﹤0.01% | 1937 |
|
|
2015
Q4 | $90K | Buy |
4,847
+578
| +14% | +$10.9K | ﹤0.01% | 2418 |
|
|
2015
Q3 | $73K | Buy |
+4,269
| New | +$68.5K | ﹤0.01% | 2484 |
|
