Cambridge Investment Research Advisors’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
Q2 | – | Sell |
-43,048
| Closed | -$19K | – | 3325 |
|
|
2023
Q1 | $19K | Sell |
43,048
-9,785
| -19% | -$4.32K | ﹤0.01% | 3107 |
|
|
2022
Q4 | $19K | Sell |
52,833
-8,129
| -13% | -$2.92K | ﹤0.01% | 3047 |
|
|
2022
Q3 | $55K | Sell |
60,962
-427
| -0.7% | -$385 | ﹤0.01% | 2929 |
|
|
2022
Q2 | $64K | Sell |
61,389
-8,941
| -13% | -$9.32K | ﹤0.01% | 2923 |
|
|
2022
Q1 | $182K | Buy |
70,330
+1,834
| +3% | +$4.75K | ﹤0.01% | 2905 |
|
|
2021
Q4 | $161K | Buy |
68,496
+11,379
| +20% | +$26.7K | ﹤0.01% | 2948 |
|
|
2021
Q3 | $304K | Buy |
57,117
+11,692
| +26% | +$62.2K | ﹤0.01% | 2455 |
|
|
2021
Q2 | $394K | Buy |
45,425
+26,671
| +142% | +$231K | ﹤0.01% | 2252 |
|
|
2021
Q1 | $193K | Buy |
18,754
+1,883
| +11% | +$19.4K | ﹤0.01% | 2640 |
|
|
2020
Q4 | $201K | Buy |
+16,871
| New | +$201K | ﹤0.01% | 2480 |
|
|
2020
Q3 | – | Sell |
-18,686
| Closed | -$148K | – | 2626 |
|
|
2020
Q2 | $148K | Buy |
18,686
+2,725
| +17% | +$21.6K | ﹤0.01% | 2246 |
|
|
2020
Q1 | $75K | Buy |
+15,961
| New | +$75K | ﹤0.01% | 2143 |
|