Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X88 Granite Payments 13.7 sh acquired 2023-11-15 sold 2025-06-17 proceeds 1,892.62 basis 2,038.03 wash sale loss disallowed 0.00 long-term covered; X131 Pioneer Chem 30.08 sh acquired 2024-02-23 sold 2025-06-18 proceeds 1,733.19 basis 2,004.12 wash sale loss disallowed 0.00 long-term covered; X129 Northwind Air 34.972 sh acquired 2024-08-26 sold 2025-06-20 proceeds 237.18 basis 259.22 wash sale loss disallowed 0.00 short-term covered; X13 Juniper Cloud 27.797 sh acquired 2023-01-10 sold 2025-06-23 proceeds 1,453.14 basis 1,599.16 wash sale loss disallowed 0.00 long-term covered; X43 Delmar Pharma 32.878 sh acquired 2023-07-05 sold 2025-06-23 proceeds 804.22 basis 978.93 wash sale loss disallowed 174.71 long-term covered; X159 Tidewater Health 4.738 sh acquired 2023-08-22 sold 2025-06-27 proceeds 941.77 basis 1,122.56 wash sale loss disallowed 0.00 long-term covered; X237 Keystone Rail 20.192 sh acquired 2024-04-19 sold 2025-06-30 proceeds 163.19 basis 177.93 wash sale loss disallowed 0.00 long-term covered; X39 Eastline Utilities 14.943 sh acquired 2023-06-28 sold 2025-07-01 proceeds 577.57 basis 526.19 wash sale loss disallowed 0.00 long-term covered; X77 Cedar Logistics 12.08 sh acquired 2024-02-27 sold 2025-07-02 proceeds 1,944.18 basis 1,896.51 wash sale loss disallowed 0.00 long-term covered; X236 Northwind Air 8.442 sh acquired 2024-08-19 sold 2025-07-07 proceeds 454.66 basis 437.68 wash sale loss disallowed 0.00 short-term covered.
Field: X88_descField: X88_acqField: X88_soldField: X88_proceedsField: X88_basisField: X88_washand 64 more fields on this page