Zhang Financial’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
Q3 | – | Sell |
-12,111
| Closed | -$6.42K | – | 256 |
|
|
2023
Q2 | $6.42K | Hold |
12,111
| – | – | ﹤0.01% | 247 |
|
|
2023
Q1 | $5.21K | Hold |
12,111
| – | – | ﹤0.01% | 229 |
|
|
2022
Q4 | $4.27K | Sell |
12,111
-2,822
| -19% | -$994 | ﹤0.01% | 227 |
|
|
2022
Q3 | $14K | Hold |
14,933
| – | – | ﹤0.01% | 217 |
|
|
2022
Q2 | $16K | Sell |
14,933
-3,000
| -17% | -$3.21K | ﹤0.01% | 214 |
|
|
2022
Q1 | $46K | Hold |
17,933
| – | – | 0.01% | 215 |
|
|
2021
Q4 | $42K | Hold |
17,933
| – | – | 0.01% | 205 |
|
|
2021
Q3 | $95K | Sell |
17,933
-8,667
| -33% | -$45.9K | 0.02% | 162 |
|
|
2021
Q2 | $231K | Hold |
26,600
| – | – | 0.06% | 130 |
|
|
2021
Q1 | $274K | Hold |
26,600
| – | – | 0.07% | 105 |
|
|
2020
Q4 | $318K | Hold |
26,600
| – | – | 0.1% | 85 |
|
|
2020
Q3 | $311K | Hold |
26,600
| – | – | 0.11% | 74 |
|
|
2020
Q2 | $210K | Buy |
+26,600
| New | +$210K | 0.08% | 88 |
|