SWM

Sendero Wealth Management’s Philips PHG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-14,239	Closed	-$307K	–	109
2022 Q2	$307K	Sell	14,239 -265	-2%	-$5.71K	0.29%	78
2022 Q1	$443K	Buy	14,504 +2,555	+21%	+$78K	0.2%	53
2021 Q4	$440K	Buy	+11,949	New	+$440K	0.2%	61