Holistic Financial Partners's ownership history for CARR

Holistic Financial Partners currently holds 4.5K shares with a market value of $236.4K. It started holding CARR on 2024-09-30. At its peak, it held 5.9K shares on 2025-09-30. Its highest holding value was $405.8K on 2024-09-30. At its lowest, it held 4.5K shares on 2025-12-31, with a value of $236.4K on 2025-12-31. In the recent 180 days, Holistic Financial Partners has decreased its shares by 588. In the recent year, Holistic Financial Partners has decreased its shares by 558.