Kestra Private Wealth Services’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
Q4 | – | Sell |
-10,850
| Closed | -$10K | – | 1009 |
|
|
2022
Q3 | $10K | Sell |
10,850
-27,500
| -72% | -$25.3K | ﹤0.01% | 896 |
|
|
2022
Q2 | $40K | Hold |
38,350
| – | – | ﹤0.01% | 881 |
|
|
2022
Q1 | $99K | Buy |
38,350
+2,000
| +6% | +$5.16K | ﹤0.01% | 933 |
|
|
2021
Q4 | $85K | Buy |
36,350
+13,500
| +59% | +$31.6K | ﹤0.01% | 968 |
|
|
2021
Q3 | $122K | Buy |
22,850
+5,000
| +28% | +$26.7K | 0.01% | 893 |
|
|
2021
Q2 | $155K | Buy |
+17,850
| New | +$155K | 0.01% | 836 |
|