KPWS
MSVB

Kestra Private Wealth Services’s Mid-Southern Bancorp, Inc. MSVB Stock Holding History

Kestra Private Wealth Services’s Portfolio MSVB Stock Details MSVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,822
Closed -$141K – 1221
2023
Q2 		$141K Sell
10,822
-1,063
-9% -$11.6K ﹤0.01% 989
2023
Q1 		$135K Buy
11,885
+30
+0.3% +$375 0.01% 960
2022
Q4 		$154K Buy
11,855
+31
+0.3% +$405 0.01% 828
2022
Q3 		$158K Buy
11,824
+19
+0.2% +$259 0.01% 810
2022
Q2 		$161K Buy
11,805
+531
+5% +$7.43K 0.01% 821
2022
Q1 		$167K Buy
11,274
+526
+5% +$7.85K 0.01% 898
2021
Q4 		$161K Buy
10,748
+15
+0.1% +$227 0.01% 938
2021
Q3 		$162K Buy
10,733
+10
+0.1% +$154 0.01% 878
2021
Q2 		$170K Buy
10,723
+11
+0.1% +$169 0.01% 828
2021
Q1 		$163K Buy
10,712
+10
+0.1% +$155 0.01% 754
2020
Q4 		$155K Buy
10,702
+8
+0.1% +$110 0.01% 691
2020
Q3 		$138K Buy
+10,694
New +$134K 0.01% 631

Other funds holding MSVB

JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Kestra Private Wealth Services's MSVB Position: Q3 2023 in Review

Kestra Private Wealth Services sold out of Mid-Southern Bancorp, Inc. (MSVB) in Q3 2023, closing a stake of 10,822 shares — an estimated $141K sold.

Kestra Private Wealth Services first reported a position in MSVB in Q3 2020 and held it in 12 quarters. The position peaked at $170K in Q2 2021. 4 funds tracked by Wall St. Rank hold MSVB as of Q3 2023.

  • Kestra Private Wealth Services reported no remaining Mid-Southern Bancorp, Inc. position as of Q3 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 10,822 Mid-Southern Bancorp, Inc. shares in Q3 2023, an estimated $141K.
  • Kestra Private Wealth Services first reported a position in Mid-Southern Bancorp, Inc. in Q3 2020 and held it in 12 quarters.
  • Kestra Private Wealth Services's Mid-Southern Bancorp, Inc. position peaked at $170K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Mid-Southern Bancorp, Inc. as of Q3 2023.

Based on Kestra Private Wealth Services's 13F filing for Q3 2023, filed 8 Nov 2023.