Creative Planning’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 |
-18,045
| Closed | -$7.49K | – | 3061 |
|
|
2023
Q3 | $7.49K | Buy |
+18,045
| New | +$7.49K | ﹤0.01% | 2643 |
|
|
2023
Q1 | – | Sell |
-32,065
| Closed | -$11.3K | – | 2666 |
|
|
2022
Q4 | $11.3K | Buy |
+32,065
| New | +$11.3K | ﹤0.01% | 2310 |
|
|
2021
Q2 | – | Sell |
-18,250
| Closed | -$188K | – | 2394 |
|
|
2021
Q1 | $188K | Buy |
18,250
+100
| +0.6% | +$1.03K | ﹤0.01% | 2074 |
|
|
2020
Q4 | $217K | Sell |
18,150
-5,050
| -22% | -$60.4K | ﹤0.01% | 1806 |
|
|
2020
Q3 | $271K | Buy |
23,200
+1,008
| +5% | +$11.8K | ﹤0.01% | 1465 |
|
|
2020
Q2 | $175K | Buy |
+22,192
| New | +$175K | ﹤0.01% | 1547 |
|