J.P. Morgan Private Wealth Advisors’s Callidus Software, Inc. CALD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-16,791
| Closed | -$358K | – | 1403 |
|
|
2017
Q1 | $358K | Buy |
16,791
+2,245
| +15% | +$47.9K | ﹤0.01% | 1000 |
|
|
2016
Q4 | $244K | Sell |
14,546
-525
| -3% | -$8.81K | ﹤0.01% | 1090 |
|
|
2016
Q3 | $277K | Buy |
15,071
+3,274
| +28% | +$60.2K | ﹤0.01% | 1022 |
|
|
2016
Q2 | $236K | Buy |
11,797
+207
| +2% | +$4.14K | ﹤0.01% | 1081 |
|
|
2016
Q1 | $193K | Buy |
+11,590
| New | +$193K | ﹤0.01% | 1087 |
|
|
2015
Q4 | – | Sell |
-10,422
| Closed | -$177K | – | 1235 |
|
|
2015
Q3 | $177K | Sell |
10,422
-849
| -8% | -$14.4K | ﹤0.01% | 950 |
|
|
2015
Q2 | $176K | Buy |
11,271
+566
| +5% | +$8.84K | ﹤0.01% | 986 |
|
|
2015
Q1 | $136K | Sell |
10,705
-348
| -3% | -$4.42K | ﹤0.01% | 1077 |
|
|
2014
Q4 | $180K | Buy |
11,053
+954
| +9% | +$15.5K | ﹤0.01% | 1012 |
|
|
2014
Q3 | $121K | Buy |
+10,099
| New | +$121K | ﹤0.01% | 1028 |
|