Clear Point Advisors’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,035	Closed	-$37.5K	–	340
2024 Q3	$37.5K	Buy	2,035 +51	+3%	+$940	0.03%	226
2024 Q2	$35.8K	Buy	1,984 +39	+2%	+$703	0.03%	219
2024 Q1	$34.5K	Buy	+1,945	New	+$34.5K	0.03%	229