Carson Wealth (CWM LLC)’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-33
| Closed | – | – | 4658 |
|
|
2023
Q3 | $0 | Hold |
33
| – | – | ﹤0.01% | 4628 |
|
|
2023
Q2 | $0 | Sell |
33
-45
| -58% | – | ﹤0.01% | 4546 |
|
|
2023
Q1 | $0 | Hold |
78
| – | – | ﹤0.01% | 4426 |
|
|
2022
Q4 | $0 | Sell |
78
-54
| -41% | – | ﹤0.01% | 4329 |
|
|
2022
Q3 | $0 | Sell |
132
-100
| -43% | – | ﹤0.01% | 4258 |
|
|
2022
Q2 | $0 | Buy |
232
+30
| +15% | – | ﹤0.01% | 4157 |
|
|
2022
Q1 | $1K | Sell |
202
-389
| -66% | -$1.93K | ﹤0.01% | 3441 |
|
|
2021
Q4 | $1K | Buy |
+591
| New | +$1K | ﹤0.01% | 3407 |
|
|
2021
Q2 | $6.08M | Hold |
699,905
| – | – | 0.05% | 264 |
|
|
2021
Q1 | $6.08M | Hold |
699,905
| – | – | 0.05% | 264 |
|
|
2020
Q4 | $6.08M | Hold |
699,905
| – | – | 0.05% | 264 |
|
|
2020
Q3 | $6.08M | Hold |
699,905
| – | – | 0.05% | 264 |
|
|
2020
Q2 | $6.08M | Hold |
699,905
| – | – | 0.05% | 264 |
|
|
2020
Q1 | $6.08M | Hold |
699,905
| – | – | 0.05% | 264 |
|
|
2019
Q4 | $6.08M | Hold |
699,905
| – | – | 0.05% | 264 |
|
|
2019
Q3 | $6.08M | Hold |
699,905
| – | – | 0.05% | 264 |
|
|
2019
Q2 | $6.08M | Hold |
699,905
| – | – | 0.05% | 264 |
|
|
2019
Q1 | $6.08M | Buy |
+699,905
| New | +$6.08M | 0.05% | 264 |
|