CHAM
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Clear Harbor Asset Management’s LPL Financial LPLA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-51,130
Closed -$2.38M 287
2015
Q2
$2.38M Buy
51,130
+43,630
+582% +$2.03M 0.47% 48
2015
Q1
$329K Buy
+7,500
New +$329K 0.06% 205