Creative Planning’s BioLife Solutions BLFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,925
| Closed | -$206K | – | 3468 |
|
|
2024
Q4 | $206K | Buy |
+7,925
| New | +$206K | ﹤0.01% | 2946 |
|
|
2021
Q4 | – | Sell |
-5,000
| Closed | -$212K | – | 2085 |
|
|
2021
Q3 | $212K | Hold |
5,000
| – | – | ﹤0.01% | 1823 |
|
|
2021
Q2 | $223K | Sell |
5,000
-1,300
| -21% | -$58K | ﹤0.01% | 1735 |
|
|
2021
Q1 | $227K | Buy |
6,300
+100
| +2% | +$3.6K | ﹤0.01% | 1957 |
|
|
2020
Q4 | $247K | Buy |
+6,200
| New | +$247K | ﹤0.01% | 1719 |
|
|
2017
Q3 | – | Sell |
-143
| Closed | – | – | 2053 |
|
|
2017
Q2 | $0 | Hold |
143
| – | – | ﹤0.01% | 4490 |
|
|
2017
Q1 | $0 | Hold |
143
| – | – | ﹤0.01% | 4498 |
|
|
2016
Q4 | $0 | Hold |
143
| – | – | ﹤0.01% | 4432 |
|
|
2016
Q3 | $0 | Hold |
143
| – | – | ﹤0.01% | 4369 |
|
|
2016
Q2 | $0 | Hold |
143
| – | – | ﹤0.01% | 4201 |
|
|
2016
Q1 | $0 | Hold |
143
| – | – | ﹤0.01% | 4206 |
|
|
2015
Q4 | $0 | Hold |
143
| – | – | ﹤0.01% | 4266 |
|
|
2015
Q3 | $0 | Buy |
+143
| New | – | ﹤0.01% | 4176 |
|
|
2015
Q2 | – | Sell |
-143
| Closed | – | – | 1266 |
|
|
2015
Q1 | $0 | Hold |
143
| – | – | ﹤0.01% | 4060 |
|
|
2014
Q4 | $0 | Hold |
143
| – | – | ﹤0.01% | 4005 |
|
|
2014
Q3 | $0 | Hold |
143
| – | – | ﹤0.01% | 3847 |
|
|
2014
Q2 | $0 | Buy |
+143
| New | – | ﹤0.01% | 3647 |
|