WCM
MSVB

Wealthcare Capital Management’s Mid-Southern Bancorp, Inc. MSVB Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-220
Closed -$3K – 722
2021
Q1 		$3K Buy
+220
New +$3.41K ﹤0.01% 527

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SV
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MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
AC
AWH Capital Dallas, Texas $110M AUM 44.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Wealthcare Capital Management's MSVB Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Mid-Southern Bancorp, Inc. (MSVB) in Q2 2021, closing a stake of 220 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in MSVB in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 15 funds tracked by Wall St. Rank hold MSVB as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Mid-Southern Bancorp, Inc. position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 220 Mid-Southern Bancorp, Inc. shares in Q2 2021, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Mid-Southern Bancorp, Inc. in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Mid-Southern Bancorp, Inc. position peaked at $3K in Q1 2021.
  • 15 funds tracked by Wall St. Rank held Mid-Southern Bancorp, Inc. as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.