Truvvo Partners’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 |
-40,395
| Closed | -$1.16M | – | 132 |
|
|
2017
Q4 | $1.16M | Hold |
40,395
| – | – | 0.39% | 58 |
|
|
2017
Q3 | $996K | Sell |
40,395
-4,150
| -9% | -$102K | 0.33% | 64 |
|
|
2017
Q2 | $1.07M | Hold |
44,545
| – | – | 0.39% | 61 |
|
|
2017
Q1 | $951K | Hold |
44,545
| – | – | 0.43% | 53 |
|
|
2016
Q4 | $748 | Buy |
44,545
+13,420
| +43% | +$225 | 0.26% | 68 |
|
|
2016
Q3 | $571K | Sell |
31,125
-10,150
| -25% | -$186K | 0.26% | 81 |
|
|
2016
Q2 | $825K | Sell |
41,275
-2,810
| -6% | -$56.2K | 0.42% | 55 |
|
|
2016
Q1 | $735K | Buy |
44,085
+14,160
| +47% | +$236K | 0.33% | 53 |
|
|
2015
Q4 | $556K | Buy |
+29,925
| New | +$556K | 0.29% | 75 |
|