Kopp Investment Advisors’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 |
-94,160
| Closed | -$3.38M | – | 67 |
|
|
2018
Q1 | $3.38M | Sell |
94,160
-40,495
| -30% | -$1.38M | 3.44% | 5 |
|
|
2017
Q4 | $3.86M | Sell |
134,655
-4,377
| -3% | -$119K | 3.86% | 3 |
|
|
2017
Q3 | $3.43M | Sell |
139,032
-2,404
| -2% | -$58.5K | 3.14% | 9 |
|
|
2017
Q2 | $3.42M | Buy |
141,436
+28,580
| +25% | +$619K | 3.06% | 8 |
|
|
2017
Q1 | $2.41M | Buy |
112,856
+330
| +0.3% | +$6.34K | 2.35% | 15 |
|
|
2016
Q4 | $1.89M | Sell |
112,526
-335
| -0.3% | -$5.72K | 2% | 20 |
|
|
2016
Q3 | $2.07M | Sell |
112,861
-10,995
| -9% | -$215K | 2.05% | 20 |
|
|
2016
Q2 | $2.48M | Sell |
123,856
-1,015
| -0.8% | -$18.3K | 1.32% | 15 |
|
|
2016
Q1 | $2.08M | Buy |
+124,871
| New | +$1.85M | 1.14% | 19 |
|
