Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X218 Pioneer Chem 18.35 sh acquired 2025-04-15 sold 2025-05-22 proceeds 1,041.29 basis 1,108.80 wash sale loss disallowed 0.00 short-term covered; X168 Acadia Robotics 14.405 sh acquired 2023-06-23 sold 2025-05-23 proceeds 1,728.85 basis 2,043.31 wash sale loss disallowed 0.00 long-term covered; X214 Quarry Materials 4.661 sh acquired 2025-04-28 sold 2025-05-23 proceeds 470.31 basis 511.21 wash sale loss disallowed 40.90 short-term covered; X239 Ivory Semis 30.609 sh acquired 2024-08-30 sold 2025-05-23 proceeds 1,619.20 basis 1,965.23 wash sale loss disallowed 0.00 short-term covered; X37 Keystone Rail 24.145 sh acquired 2024-04-17 sold 2025-05-27 proceeds 1,339.44 basis 1,412.82 wash sale loss disallowed 0.00 long-term covered; X5 Acadia Robotics 6.431 sh acquired 2024-01-16 sold 2025-05-28 proceeds 366.59 basis 433.86 wash sale loss disallowed 67.27 long-term covered; X14 Cedar Logistics 29.249 sh acquired 2023-01-03 sold 2025-05-29 proceeds 1,320.91 basis 1,170.25 wash sale loss disallowed 0.00 long-term covered; X205 Ivory Semis 10.283 sh acquired 2023-03-10 sold 2025-05-29 proceeds 388.22 basis 348.08 wash sale loss disallowed 0.00 long-term covered; X48 Cedar Logistics 5.905 sh acquired 2023-12-11 sold 2025-06-02 proceeds 2,042.61 basis 2,155.66 wash sale loss disallowed 0.00 long-term covered; X209 Northwind Air 16.406 sh acquired 2024-11-15 sold 2025-06-02 proceeds 2,047.97 basis 2,098.08 wash sale loss disallowed 0.00 short-term covered.
Field: X218_descField: X218_acqField: X218_soldField: X218_proceedsField: X218_basisField: X218_washand 64 more fields on this page