Monetta Financial Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-40,000
| Closed | -$1.69M | – | 100 |
|
|
2014
Q4 | $1.69M | Hold |
40,000
| – | – | 0.87% | 38 |
|
|
2014
Q3 | $1.71M | Hold |
40,000
| – | – | 0.9% | 40 |
|
|
2014
Q2 | $1.69M | Buy |
40,000
+10,000
| +33% | +$424K | 0.89% | 48 |
|
|
2014
Q1 | $1.16M | Sell |
30,000
-35,000
| -54% | -$1.35M | 0.63% | 53 |
|
|
2013
Q4 | $2.69M | Buy |
65,000
+53,000
| +442% | +$2.19M | 1.55% | 15 |
|
|
2013
Q3 | $455K | Hold |
12,000
| – | – | 0.35% | 60 |
|
|
2013
Q2 | $481K | Buy |
+12,000
| New | +$481K | 0.43% | 59 |
|