HIM
CALD
Herald Investment Management’s Callidus Software, Inc. CALD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-360,000
| Closed | -$12.9M | – | 98 |
|
|
2018
Q1 | $12.9M | Hold |
360,000
| – | – | 3.86% | 7 |
|
|
2017
Q4 | $10.3M | Hold |
360,000
| – | – | 3.23% | 9 |
|
|
2017
Q3 | $8.86M | Hold |
360,000
| – | – | 2.87% | 9 |
|
|
2017
Q2 | $8.69M | Hold |
360,000
| – | – | 2.98% | 8 |
|
|
2017
Q1 | $7.67M | Buy |
360,000
+100,000
| +38% | +$2.13M | 2.81% | 9 |
|
|
2016
Q4 | $4.37M | Hold |
260,000
| – | – | 1.89% | 17 |
|
|
2016
Q3 | $4.77M | Hold |
260,000
| – | – | 1.77% | 19 |
|
|
2016
Q2 | $5.19M | Hold |
260,000
| – | – | 2.17% | 16 |
|
|
2016
Q1 | $4.33M | Hold |
260,000
| – | – | 1.84% | 19 |
|
|
2015
Q4 | $4.83M | Hold |
260,000
| – | – | 2.02% | 15 |
|
|
2015
Q3 | $4.41M | Buy |
+260,000
| New | +$4.41M | 1.96% | 17 |
|
|
2015
Q1 | $3.45M | Hold |
260,000
| – | – | 1.25% | 25 |
|
|
2014
Q4 | $4.24M | Hold |
260,000
| – | – | 1.64% | 23 |
|
|
2014
Q3 | $3.66M | Hold |
260,000
| – | – | 1.46% | 24 |
|
|
2014
Q2 | $3.1M | Buy |
260,000
+100,000
| +63% | +$1.19M | 1.23% | 26 |
|
|
2014
Q1 | $1.9M | Buy |
+160,000
| New | +$1.9M | 0.75% | 41 |
|