Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X178 Quarry Materials 36.36 sh acquired 2024-04-26 sold 2025-06-05 proceeds 2,219.87 basis 2,267.44 wash sale loss disallowed 0.00 long-term covered; X188 Ivory Semis 14.939 sh acquired 2024-04-10 sold 2025-06-05 proceeds 1,095.24 basis 1,009.23 wash sale loss disallowed 0.00 long-term covered; X198 Pioneer Chem 7.425 sh acquired 2023-11-20 sold 2025-06-05 proceeds 1,233.59 basis 1,163.86 wash sale loss disallowed 0.00 long-term covered; X123 Acadia Robotics 13.146 sh acquired 2024-02-05 sold 2025-06-06 proceeds 592.69 basis 575.69 wash sale loss disallowed 0.00 long-term covered; X193 Harborview Insurance 10.211 sh acquired 2024-03-25 sold 2025-06-06 proceeds 1,836.06 basis 2,104.22 wash sale loss disallowed 0.00 long-term covered; X20 Quarry Materials 5.909 sh acquired 2023-02-21 sold 2025-06-09 proceeds 1,081.90 basis 1,094.51 wash sale loss disallowed 0.00 long-term covered; X36 Juniper Cloud 14.042 sh acquired 2023-10-27 sold 2025-06-10 proceeds 832.53 basis 837.66 wash sale loss disallowed 0.00 long-term covered; X18 Juniper Cloud 30.803 sh acquired 2023-09-20 sold 2025-06-13 proceeds 992.28 basis 1,125.53 wash sale loss disallowed 0.00 long-term covered; X190 Tidewater Health 32.464 sh acquired 2024-12-23 sold 2025-06-13 proceeds 535.99 basis 622.49 wash sale loss disallowed 0.00 short-term covered; X145 Silverline Energy 38.148 sh acquired 2024-08-08 sold 2025-06-16 proceeds 873.27 basis 987.49 wash sale loss disallowed 0.00 short-term covered.
Field: X178_descField: X178_acqField: X178_soldField: X178_proceedsField: X178_basisField: X178_washand 64 more fields on this page