SFA
SDC

Sequoia Financial 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
-25,000
Closed -$10.4K 1239
2023
Q3
$10.4K Hold
25,000
﹤0.01% 956
2023
Q2
$13.3K Hold
25,000
﹤0.01% 962
2023
Q1
$10.8K Hold
25,000
﹤0.01% 834
2022
Q4
$8.81K Buy
+25,000
New +$8.81K ﹤0.01% 800
2022
Q2
Sell
-25,000
Closed -$65K 697
2022
Q1
$65K Buy
25,000
+15,000
+150% +$39K ﹤0.01% 658
2021
Q4
$24K Hold
10,000
﹤0.01% 592
2021
Q3
$53K Hold
10,000
0.01% 254
2021
Q2
$87K Sell
10,000
-7,500
-43% -$65.3K ﹤0.01% 467
2021
Q1
$180K Hold
17,500
0.01% 424
2020
Q4
$209K Buy
17,500
+5,000
+40% +$59.7K 0.01% 389
2020
Q3
$146K Hold
12,500
0.01% 371
2020
Q2
$99K Sell
12,500
-12,500
-50% -$99K 0.01% 359
2020
Q1
$117K Buy
+25,000
New +$117K 0.01% 343