Avantax Advisory Services’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-29,800
| Closed | -$12.4K | – | 1696 |
|
|
2023
Q3 | $12.4K | Hold |
29,800
| – | – | ﹤0.01% | 1536 |
|
|
2023
Q2 | $15.8K | Sell |
29,800
-300
| -1% | -$159 | ﹤0.01% | 1494 |
|
|
2023
Q1 | $12.9K | Buy |
30,100
+8,700
| +41% | +$3.74K | ﹤0.01% | 1474 |
|
|
2022
Q4 | $7.54K | Sell |
21,400
-4,900
| -19% | -$1.73K | ﹤0.01% | 1411 |
|
|
2022
Q3 | $24K | Sell |
26,300
-300
| -1% | -$274 | ﹤0.01% | 1315 |
|
|
2022
Q2 | $28K | Hold |
26,600
| – | – | ﹤0.01% | 1288 |
|
|
2022
Q1 | $69K | Buy |
+26,600
| New | +$69K | ﹤0.01% | 1254 |
|
|
2020
Q3 | – | Sell |
-47,182
| Closed | -$373K | – | 1402 |
|
|
2020
Q2 | $373K | Hold |
47,182
| – | – | 0.01% | 566 |
|
|
2020
Q1 | $221K | Buy |
47,182
+17,755
| +60% | +$83.2K | 0.01% | 689 |
|
|
2019
Q4 | $257K | Buy |
+29,427
| New | +$257K | 0.01% | 681 |
|