Evergreen Wealth Management, LLC KSPI Holdings History
Number of Shares
36,527.00
Current Holdings Value*
$3.39 Mil
% of Portfolio
2.03%
Total Estimate Gain
$-554,662.50
% of Total Estimate Gain
-15.49%
Evergreen Wealth Management, LLC's Kaspi.kz JSC Holding Summary
As of 2025-03-31, Evergreen Wealth Management, LLC held 36,527.00 shares of Kaspi.kz JSC(KSPI), totaling $3.39 Mil. This investment constitutes 2.03% of their stock portfolio, and Evergreen Wealth Management, LLC now holds 0.02% of the outstanding Kaspi.kz JSC(KSPI) stock.
The initial trade took place in 2025Q1. And since then Evergreen Wealth Management, LLC has made 1 purchases of KSPI, at an average price of $98.03, for a total of 36,527.00 shares. Based on historical transaction data and KSPI's current price of $82.85, Evergreen Wealth Management, LLC's estimated gain on his KSPI holdings is $-554,662.50, reflecting a -15.49% gain to date.
Evergreen Wealth Management, LLC KSPI ($82.85) Holding Chart
Evergreen Wealth Management, LLC KSPI ($82.85) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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