EverSource Wealth Advisors’s Kaspi.kz JSC KSPI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.29K Sell
98
-61
-38% -$5.16K ﹤0.01% 2927
2025
Q1
$14.8K Sell
159
-5
-3% -$465 ﹤0.01% 1876
2024
Q4
$15.5K Sell
164
-25
-13% -$2.37K ﹤0.01% 1761
2024
Q3
$20.1K Sell
189
-115
-38% -$12.2K ﹤0.01% 1484
2024
Q2
$39.5K Buy
304
+3
+1% +$390 ﹤0.01% 1196
2024
Q1
$35.4K Buy
+301
New +$35.4K ﹤0.01% 1118