Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X57 Oakmont Bank 18.281 sh acquired 2023-03-24 sold 2025-04-30 proceeds 1,769.79 basis 1,564.19 wash sale loss disallowed 0.00 long-term covered; X160 Lumen Optics 39.438 sh acquired 2023-05-17 sold 2025-04-30 proceeds 2,596.55 basis 2,313.30 wash sale loss disallowed 0.00 long-term covered; X204 Lumen Optics 11.117 sh acquired 2023-06-29 sold 2025-04-30 proceeds 1,098.70 basis 1,100.45 wash sale loss disallowed 0.00 long-term covered; X22 Harborview Insurance 27.131 sh acquired 2024-06-12 sold 2025-05-05 proceeds 2,215.10 basis 2,030.89 wash sale loss disallowed 0.00 short-term covered; X49 Northwind Air 19.968 sh acquired 2023-11-29 sold 2025-05-05 proceeds 2,232.35 basis 2,076.36 wash sale loss disallowed 0.00 long-term covered; X118 Acadia Robotics 21.224 sh acquired 2024-06-20 sold 2025-05-05 proceeds 1,189.77 basis 1,327.93 wash sale loss disallowed 0.00 short-term covered; X68 Delmar Pharma 15.23 sh acquired 2024-06-25 sold 2025-05-07 proceeds 507.31 basis 568.53 wash sale loss disallowed 0.00 short-term covered; X137 Quarry Materials 8.374 sh acquired 2024-02-09 sold 2025-05-07 proceeds 514.13 basis 592.23 wash sale loss disallowed 0.00 long-term covered; X119 Foxglove Retail 3.919 sh acquired 2024-08-20 sold 2025-05-08 proceeds 1,120.11 basis 1,035.38 wash sale loss disallowed 0.00 short-term covered; X75 Silverline Energy 12.361 sh acquired 2023-08-21 sold 2025-05-09 proceeds 1,413.63 basis 1,463.03 wash sale loss disallowed 0.00 long-term covered.
Field: X57_descField: X57_acqField: X57_soldField: X57_proceedsField: X57_basisField: X57_washand 64 more fields on this page