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  Name: Team Financial Group LLC
  City: TEMECULA
  State: CA
  Zip: 92591
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $139,349,000
  Total Value Change : $18,284,000
  Securities Held Change : 14
   
All Securities Held : 221
  New Positions : 30
  Closed Positions : 16
  Increased Positions : 82
  Unchanged Positions : 77
  Decreased Positions : 32

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Holdings Found : 15     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (LW)1 Year Chart         LW Lamb Weston Holdings, Inc. 205 Closed $86.07 $0 0 0% -2,000 -27 0    N/A
   (DOW)1 Year Chart         DOW DOW Inc 211 Closed $59.06 $0 0 0% -3,000 -51 0    Diversified Chemicals
   (ANTM)1 Year Chart         ANTM Anthem Inc 203 Closed $539.99 $0 0 0% -3,000 -6 0    N/A
   (EFAV)1 Year Chart         EFAV Ishares Msci Eafe Minimum V... 210 Closed $0.00 $0 0 0% -24,000 -373 0    N/A
   (DAVE)1 Year Chart         DAVE Dave Ord Shs Class A 216 Closed $7.87 $0 0 0% -6,000 -1,007 0    N/A
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 202 Closed $44.55 $0 0 0% -5,000 -90 0    Drug Manufacturers - ...
   (TGT)1 Year Chart         TGT Target Corp 209 Closed $157.51 $0 0 0% -17,000 -150 0    Discount, Variety Stores
   (NEE)1 Year Chart         NEE NextEra Energy 215 Closed $77.05 $0 0 0% -2,000 -39 0    Electric Utilities
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 201 Closed $163.79 $0 0 0% -6,000 -38 0.001    Drug Manufacturers - ...
   (DKS)1 Year Chart         DKS Dicks Sporting Goods Inc 208 Closed $201.08 $0 0 0% -3,000 -24 0    Sporting Goods Stores
   (U)1 Year Chart         U Unity Software Inc. 214 Closed $22.38 $0 0 0% -3,000 -100 0    N/A
   (PLAT)1 Year Chart         PLAT Wisdomtree Growth Leaders Fund 207 Closed $0.00 $0 0 0% -4,000 -115 0    N/A
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 213 Closed $62.15 $0 0 0% -31,000 -582 0    Closed - End Fund - E...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 206 Closed $62.34 $0 0 0% -3,000 -62 0    Domestic Money Center...
   (DWM)1 Year Chart         DWM WisdomTree Trust DIEFA Fund 212 Closed $53.85 $0 0 0% -152,000 -3,153 0    Closed - End Fund - E...
      15 Records Found
  1    
Page 1 of 1
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