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 |
|