Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-350
| Closed | – | – | 3477 |
|
|
2022
Q3 | $0 | Hold |
350
| – | – | ﹤0.01% | 3447 |
|
|
2022
Q2 | $0 | Sell |
350
-28,500
| -99% | – | ﹤0.01% | 3426 |
|
|
2022
Q1 | $75K | Hold |
28,850
| – | – | ﹤0.01% | 1720 |
|
|
2021
Q4 | $68K | Sell |
28,850
-5,610
| -16% | -$13.2K | ﹤0.01% | 1758 |
|
|
2021
Q3 | $183K | Sell |
34,460
-540
| -2% | -$2.87K | ﹤0.01% | 1307 |
|
|
2021
Q2 | $304K | Buy |
35,000
+26,800
| +327% | +$233K | 0.01% | 1175 |
|
|
2021
Q1 | $84.5K | Buy |
8,200
+2,000
| +32% | +$20.6K | ﹤0.01% | 1706 |
|
|
2020
Q4 | $74K | Buy |
6,200
+4,900
| +377% | +$58.5K | ﹤0.01% | 1490 |
|
|
2020
Q3 | $15K | Sell |
1,300
-200
| -13% | -$2.31K | ﹤0.01% | 1999 |
|
|
2020
Q2 | $12K | Buy |
+1,500
| New | +$12K | ﹤0.01% | 1984 |
|