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Lakeridge Wealth Management’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Lakeridge Wealth Management’s Portfolio RNP Stock Details RNP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$222K Hold
9,770
– – 0.1% 139
2025
Q1 		$216K Hold
9,770
– – 0.11% 147
2024
Q4 		$204K Hold
9,770
– – 0.11% 145
2024
Q3 		$231K Buy
+9,770
New +$231K 0.13% 138