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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$220K	Hold
2025 Q2	$222K	Hold
2025 Q1	$216K	Hold
2024 Q4	$204K	Hold
2024 Q3	$231K	Buy