FWP
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Falcon Wealth Planning’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Falcon Wealth Planning’s Portfolio MDYV Stock Details MDYV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$369K Sell
4,644
-1,968
-30% -$156K 0.04% 122
2025
Q1 		$509K Buy
6,612
+20
+0.3% +$1.54K 0.06% 103
2024
Q4 		$529K Buy
+6,592
New +$529K 0.06% 91