Roberts Wealth Advisors, LLC Closed Holding Positions

Roberts Wealth Advisors, LLC

Stock	Closed Quarter	Shares Sold	Price Range
Aspen Technology Inc	Q2 2022 Filed on Jul 11, 2022	11,323	N/A
ENV Envestnet, Inc. Technology	Q2 2022 Filed on Jul 11, 2022	19,301	$52.71 - $83.57 $1.02M - $1.61M
WFC Wells Fargo & Company Financial Services	Q2 2022 Filed on Jul 11, 2022	32,324	$37.43 - $49.33 $1.21M - $1.59M
SNAP Snap Inc Communication Services	Q2 2022 Filed on Jul 11, 2022	5,533	$11.91 - $39.34 $65.9K - $218K
K Kellogg CO Consumer Defensive	Q2 2022 Filed on Jul 11, 2022	35,378	$65.31 - $74.53 $2.31M - $2.64M
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	Q2 2022 Filed on Jul 11, 2022	2,900	$91.41 - $91.49 $265K - $265K
Royal Dutch Shell PLC	Q1 2022 Filed on Apr 12, 2022	25,274	N/A
IHE Ishares Tr ETFs	Q1 2022 Filed on Apr 12, 2022	1,293	$180.82 - $198.07 $234K - $256K
IRM Iron Mountain Inc Real Estate	Q1 2022 Filed on Apr 12, 2022	40,424	$42.24 - $55.46 $1.71M - $2.24M
TSLA Tesla, Inc. Consumer Cyclical	Q1 2022 Filed on Apr 12, 2022	175	$764.04 - $1199.78 $134K - $210K
ROKU Roku, Inc Communication Services	Q4 2021 Filed on Jan 12, 2022	678	$203.94 - $344.46 $138K - $234K
VOO Vanguard Index Fds S&P 500 ETF ETFs	Q4 2021 Filed on Jan 12, 2022	2,015	$394.21 - $439.01 $794K - $885K

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