SWM

Sendero Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-12,533	Closed	-$313K	–	101
2022 Q2	$313K	Sell	12,533 -235	-2%	-$5.87K	0.3%	76
2022 Q1	$430K	Buy	12,768 +715	+6%	+$24.1K	0.2%	56
2021 Q4	$391K	Buy	+12,053	New	+$391K	0.17%	69