Spire Wealth Management’s WVS Financial Corp WVFC Stock Holding History

Spire Wealth Management’s Portfolio WVFC Stock Details WVFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,300	Closed	-$34K	–	2741
2022 Q2	$34K	Hold	2,300	–	–	﹤0.01%	1460
2022 Q1	$35K	Hold	2,300	–	–	﹤0.01%	1600
2021 Q4	$35K	Hold	2,300	–	–	﹤0.01%	1897
2021 Q3	$37K	Hold	2,300	–	–	﹤0.01%	1603
2021 Q2	$38K	Hold	2,300	–	–	﹤0.01%	1605
2021 Q1	$36K	Buy	+2,300	New	+$35K	﹤0.01%	1895

Other funds holding WVFC

Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return

Spire Wealth Management's WVFC Position: Q3 2022 in Review

Spire Wealth Management sold out of WVS Financial Corp (WVFC) in Q3 2022, closing a stake of 2,300 shares — an estimated $34K sold.

Spire Wealth Management first reported a position in WVFC in Q1 2021 and held it in 6 quarters. The position peaked at $38K in Q2 2021. 2 funds tracked by Wall St. Rank hold WVFC as of Q3 2022.

Spire Wealth Management reported no remaining WVS Financial Corp position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 2,300 WVS Financial Corp shares in Q3 2022, an estimated $34K.
Spire Wealth Management first reported a position in WVS Financial Corp in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's WVS Financial Corp position peaked at $38K in Q2 2021.
2 funds tracked by Wall St. Rank held WVS Financial Corp as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.