Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-530
| Closed | -$220 | – | 945 |
|
|
2023
Q3 | $220 | Hold |
530
| – | – | ﹤0.01% | 726 |
|
|
2023
Q2 | $281 | Hold |
530
| – | – | ﹤0.01% | 759 |
|
|
2023
Q1 | $228 | Hold |
530
| – | – | ﹤0.01% | 761 |
|
|
2022
Q4 | $187 | Sell |
530
-55,635
| -99% | -$19.6K | ﹤0.01% | 814 |
|
|
2022
Q3 | $51K | Hold |
56,165
| – | – | 0.01% | 303 |
|
|
2022
Q2 | $58K | Hold |
56,165
| – | – | 0.01% | 292 |
|
|
2022
Q1 | $145K | Sell |
56,165
-31,074
| -36% | -$80.2K | 0.03% | 193 |
|
|
2021
Q4 | $205K | Buy |
87,239
+16,040
| +23% | +$37.7K | 0.03% | 177 |
|
|
2021
Q3 | $379K | Buy |
71,199
+44,650
| +168% | +$238K | 0.08% | 120 |
|
|
2021
Q2 | $230K | Hold |
26,549
| – | – | 0.06% | 157 |
|
|
2021
Q1 | $274K | Sell |
26,549
-5,000
| -16% | -$51.6K | 0.07% | 136 |
|
|
2020
Q4 | $377K | Hold |
31,549
| – | – | 0.12% | 107 |
|
|
2020
Q3 | $368K | Sell |
31,549
-92,000
| -74% | -$1.07M | 0.13% | 91 |
|
|
2020
Q2 | $976K | Buy |
123,549
+122,558
| +12,367% | +$968K | 0.39% | 38 |
|
|
2020
Q1 | $5K | Buy |
991
+77
| +8% | +$388 | ﹤0.01% | 583 |
|
|
2019
Q4 | $8K | Buy |
+914
| New | +$8K | ﹤0.01% | 578 |
|