SWMP
SDC
Signature Wealth Management Partners’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
Q3 | – | Sell |
-19,300
| Closed | -$10.2K | – | 102 |
|
|
2023
Q2 | $10.2K | Hold |
19,300
| – | – | 0.01% | 98 |
|
|
2023
Q1 | $8.3K | Hold |
19,300
| – | – | 0.01% | 107 |
|
|
2022
Q4 | $6.8K | Hold |
19,300
| – | – | 0.01% | 101 |
|
|
2022
Q3 | $17K | Hold |
19,300
| – | – | 0.02% | 100 |
|
|
2022
Q2 | $20K | Buy |
+19,300
| New | +$20K | 0.02% | 106 |
|
|
2022
Q1 | – | Sell |
-19,300
| Closed | -$45K | – | 122 |
|
|
2021
Q4 | $45K | Sell |
19,300
-1,200
| -6% | -$2.8K | 0.04% | 109 |
|
|
2021
Q3 | $109K | Sell |
20,500
-3,000
| -13% | -$16K | 0.1% | 107 |
|
|
2021
Q2 | $204K | Hold |
23,500
| – | – | 0.19% | 102 |
|
|
2021
Q1 | $242K | Sell |
23,500
-1,030
| -4% | -$10.6K | 0.23% | 88 |
|
|
2020
Q4 | $293K | Buy |
+24,530
| New | +$293K | 0.29% | 71 |
|