IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,600
| Closed | -$10 | – | 3300 |
|
|
2023
Q4 | $10 | Hold |
1,600
| – | – | ﹤0.01% | 3022 |
|
|
2023
Q3 | $664 | Sell |
1,600
-50
| -3% | -$21 | ﹤0.01% | 3070 |
|
|
2023
Q2 | $874 | Buy |
1,650
+50
| +3% | +$26 | ﹤0.01% | 3109 |
|
|
2023
Q1 | $26.7K | Sell |
1,600
-54
| -3% | -$900 | ﹤0.01% | 1891 |
|
|
2022
Q4 | $29K | Sell |
1,654
-1,894
| -53% | -$33.2K | ﹤0.01% | 2636 |
|
|
2022
Q3 | $60K | Hold |
3,548
| – | – | ﹤0.01% | 2242 |
|
|
2022
Q2 | $60K | Hold |
3,548
| – | – | ﹤0.01% | 2033 |
|
|
2022
Q1 | $60K | Buy |
3,548
+1,948
| +122% | +$32.9K | ﹤0.01% | 2033 |
|
|
2021
Q4 | $4K | Hold |
1,600
| – | – | ﹤0.01% | 2570 |
|
|
2021
Q3 | $9K | Hold |
1,600
| – | – | ﹤0.01% | 2288 |
|
|
2021
Q2 | $14K | Hold |
1,600
| – | – | ﹤0.01% | 2094 |
|
|
2021
Q1 | $16K | Hold |
1,600
| – | – | ﹤0.01% | 1945 |
|
|
2020
Q4 | $19K | Sell |
1,600
-200
| -11% | -$2.38K | ﹤0.01% | 1824 |
|
|
2020
Q3 | $21K | Buy |
+1,800
| New | +$21K | ﹤0.01% | 1632 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3927 |
|