RWA

Roberts Wealth Advisors’s Wells Fargo WFC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-32,324	Closed	-$1.58M	–	91
2022 Q1	$1.58M	Buy	32,324 +239	+0.7%	+$11.6K	0.62%	49
2021 Q4	$1.63M	Buy	32,085 +1,410	+5%	+$71.5K	0.59%	51
2021 Q3	$1.42M	Buy	+30,675	New	+$1.42M	0.56%	53