Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X156 Silverline Energy 38.335 sh acquired 2024-09-25 sold 2025-07-08 proceeds 991.25 basis 1,081.76 wash sale loss disallowed 0.00 short-term covered; X21 Lumen Optics 33.534 sh acquired 2023-12-13 sold 2025-07-10 proceeds 1,516.50 basis 1,493.72 wash sale loss disallowed 0.00 long-term covered; X157 Tidewater Health 22.497 sh acquired 2023-07-05 sold 2025-07-10 proceeds 1,099.63 basis 1,256.73 wash sale loss disallowed 0.00 long-term covered; X258 Tidewater Health 26.264 sh acquired 2025-04-09 sold 2025-07-10 proceeds 1,437.57 basis 1,360.53 wash sale loss disallowed 0.00 short-term covered; X148 Granite Payments 10.357 sh acquired 2023-12-13 sold 2025-07-14 proceeds 980.49 basis 893.76 wash sale loss disallowed 0.00 long-term covered; X34 Redwood Media 26.637 sh acquired 2023-04-12 sold 2025-07-15 proceeds 1,156.10 basis 1,099.79 wash sale loss disallowed 0.00 long-term covered; X130 Pioneer Chem 8.498 sh acquired 2023-01-06 sold 2025-07-16 proceeds 848.16 basis 844.10 wash sale loss disallowed 0.00 long-term covered; X147 Redwood Media 8.224 sh acquired 2024-05-31 sold 2025-07-17 proceeds 1,908.23 basis 2,292.40 wash sale loss disallowed 384.17 long-term covered; X191 Harborview Insurance 38.221 sh acquired 2024-01-25 sold 2025-07-21 proceeds 2,026.58 basis 2,347.44 wash sale loss disallowed 0.00 long-term covered; X27 Maple Home 28.471 sh acquired 2023-08-01 sold 2025-07-22 proceeds 1,542.83 basis 1,465.51 wash sale loss disallowed 0.00 long-term covered.
Field: X156_descField: X156_acqField: X156_soldField: X156_proceedsField: X156_basisField: X156_washand 64 more fields on this page