Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-600
| Closed | – | – | 2694 |
|
|
2022
Q2 | $0 | Sell |
600
-2,014
| -77% | – | ﹤0.01% | 2844 |
|
|
2022
Q1 | $6K | Sell |
2,614
-1,986
| -43% | -$4.56K | ﹤0.01% | 2305 |
|
|
2021
Q4 | $10K | Buy |
4,600
+3,965
| +624% | +$8.62K | ﹤0.01% | 2198 |
|
|
2021
Q3 | $3K | Hold |
635
| – | – | ﹤0.01% | 2617 |
|
|
2021
Q2 | $5K | Sell |
635
-800
| -56% | -$6.3K | ﹤0.01% | 2480 |
|
|
2021
Q1 | $15K | Sell |
1,435
-750
| -34% | -$7.84K | ﹤0.01% | 2224 |
|
|
2020
Q4 | $17K | Buy |
2,185
+785
| +56% | +$6.11K | ﹤0.01% | 2014 |
|
|
2020
Q3 | $15K | Hold |
1,400
| – | – | ﹤0.01% | 1808 |
|
|
2020
Q2 | $10K | Buy |
1,400
+550
| +65% | +$3.93K | ﹤0.01% | 1932 |
|
|
2020
Q1 | $5K | Buy |
+850
| New | +$5K | ﹤0.01% | 2065 |
|