Sendero Wealth Management’s SolarEdge SEDG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,952	Closed	-$2.95M	–	157
2023 Q2	$2.95M	Buy	10,952 +2,879	+36%	+$775K	0.64%	34
2023 Q1	$2.45M	Buy	8,073 +2,479	+44%	+$753K	0.75%	28
2022 Q4	$1.58M	Buy	5,594 +4,451	+389%	+$1.26M	0.56%	34
2022 Q3	$265K	Buy	+1,143	New	+$265K	0.11%	81