Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,508
| Closed | -$6.02K | – | 688 |
|
|
2023
Q3 | $6.02K | Hold |
14,508
| – | – | ﹤0.01% | 615 |
|
|
2023
Q2 | $7.69K | Hold |
14,508
| – | – | ﹤0.01% | 589 |
|
|
2023
Q1 | $6.24K | Hold |
14,508
| – | – | ﹤0.01% | 612 |
|
|
2022
Q4 | $5.11K | Buy |
+14,508
| New | +$5.11K | ﹤0.01% | 539 |
|
|
2021
Q2 | – | Sell |
-7,900
| Closed | -$81K | – | 1868 |
|
|
2021
Q1 | $81K | Buy |
7,900
+1,768
| +29% | +$18.1K | ﹤0.01% | 667 |
|
|
2020
Q4 | $73K | Buy |
6,132
+3,232
| +111% | +$38.5K | ﹤0.01% | 642 |
|
|
2020
Q3 | $34K | Sell |
2,900
-3,317
| -53% | -$38.9K | ﹤0.01% | 751 |
|
|
2020
Q2 | $49K | Buy |
6,217
+3,317
| +114% | +$26.1K | ﹤0.01% | 709 |
|
|
2020
Q1 | $13K | Buy |
2,900
+200
| +7% | +$897 | ﹤0.01% | 975 |
|
|
2019
Q4 | $24K | Buy |
2,700
+1,450
| +116% | +$12.9K | ﹤0.01% | 867 |
|
|
2019
Q3 | $17K | Buy |
+1,250
| New | +$17K | ﹤0.01% | 887 |
|