Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X200 Harborview Insurance 38.39 sh acquired 2023-01-31 sold 2025-05-09 proceeds 1,071.92 basis 943.73 wash sale loss disallowed 0.00 long-term covered; X45 Delmar Pharma 7.747 sh acquired 2025-02-11 sold 2025-05-12 proceeds 2,076.11 basis 2,154.95 wash sale loss disallowed 0.00 short-term covered; X63 Foxglove Retail 19.143 sh acquired 2024-07-11 sold 2025-05-13 proceeds 178.31 basis 159.27 wash sale loss disallowed 0.00 short-term covered; X222 Ivory Semis 4.503 sh acquired 2024-07-03 sold 2025-05-14 proceeds 2,158.48 basis 2,008.01 wash sale loss disallowed 0.00 short-term covered; X1 Harborview Insurance 24.871 sh acquired 2023-09-13 sold 2025-05-16 proceeds 2,099.00 basis 2,142.45 wash sale loss disallowed 0.00 long-term covered; X89 Cedar Logistics 11.301 sh acquired 2024-10-11 sold 2025-05-16 proceeds 519.18 basis 505.77 wash sale loss disallowed 0.00 short-term covered; X244 Cedar Logistics 14.725 sh acquired 2023-06-16 sold 2025-05-19 proceeds 477.35 basis 456.95 wash sale loss disallowed 0.00 long-term covered; X250 Harborview Insurance 36.235 sh acquired 2024-07-08 sold 2025-05-19 proceeds 720.30 basis 732.37 wash sale loss disallowed 12.07 short-term covered; X240 Acadia Robotics 6.488 sh acquired 2025-04-04 sold 2025-05-20 proceeds 1,887.28 basis 2,106.31 wash sale loss disallowed 0.00 short-term covered; X79 Northwind Air 5.524 sh acquired 2024-02-12 sold 2025-05-21 proceeds 2,367.43 basis 2,148.72 wash sale loss disallowed 0.00 long-term covered.
Field: X200_descField: X200_acqField: X200_soldField: X200_proceedsField: X200_basisField: X200_washand 64 more fields on this page