SIA
SDC
Schechter Investment Advisors’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-105,994
| Closed | -$44K | – | 711 |
|
|
2023
Q3 | $44K | Hold |
105,994
| – | – | ﹤0.01% | 579 |
|
|
2023
Q2 | $56.2K | Hold |
105,994
| – | – | 0.01% | 617 |
|
|
2023
Q1 | $45.6K | Sell |
105,994
-2,248
| -2% | -$967 | ﹤0.01% | 656 |
|
|
2022
Q4 | $38.1K | Buy |
108,242
+22,575
| +26% | +$7.95K | ﹤0.01% | 810 |
|
|
2022
Q3 | $78K | Sell |
85,667
-12,250
| -13% | -$11.2K | 0.01% | 906 |
|
|
2022
Q2 | $102K | Sell |
97,917
-3,997
| -4% | -$4.16K | 0.01% | 906 |
|
|
2022
Q1 | $264K | Sell |
101,914
-43,525
| -30% | -$113K | 0.02% | 751 |
|
|
2021
Q4 | $342K | Buy |
+145,439
| New | +$342K | 0.03% | 638 |
|