Jay D. Rosenbaum’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,238
| Closed | -$277K | – | 14 |
|
|
2024
Q2 | $277K | Sell |
2,238
-110
| -5% | -$13.6K | 1.57% | 21 |
|
|
2024
Q1 | $308K | Hold |
2,348
| – | – | 1.75% | 14 |
|
|
2023
Q4 | $307K | Sell |
2,348
-272
| -10% | -$35.6K | 0.79% | 48 |
|
|
2023
Q3 | $281K | Hold |
2,620
| – | – | 0.47% | 54 |
|
|
2023
Q2 | $244K | Hold |
2,620
| – | – | 0.39% | 59 |
|
|
2023
Q1 | $230K | Buy |
+2,620
| New | +$230K | 0.42% | 50 |
|
|
2022
Q2 | – | Sell |
-2,070
| Closed | -$263K | – | 61 |
|
|
2022
Q1 | $263K | Sell |
2,070
-1,060
| -34% | -$135K | 0.42% | 53 |
|
|
2021
Q4 | $405K | Buy |
+3,130
| New | +$405K | 0.6% | 47 |
|