Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X175 Delmar Pharma 5.586 sh acquired 2023-03-10 sold 2025-07-22 proceeds 1,769.43 basis 1,589.39 wash sale loss disallowed 0.00 long-term covered; X185 Cedar Logistics 33.962 sh acquired 2024-02-23 sold 2025-07-22 proceeds 1,997.11 basis 2,135.33 wash sale loss disallowed 0.00 long-term covered; X46 Maple Home 1.67 sh acquired 2024-05-15 sold 2025-07-25 proceeds 1,457.49 basis 1,509.08 wash sale loss disallowed 0.00 long-term covered; X179 Maple Home 22.673 sh acquired 2024-08-05 sold 2025-07-28 proceeds 1,956.83 basis 2,085.45 wash sale loss disallowed 0.00 short-term covered; X173 Quarry Materials 39.588 sh acquired 2024-06-06 sold 2025-07-29 proceeds 1,824.54 basis 1,992.08 wash sale loss disallowed 0.00 long-term covered; X235 Oakmont Bank 20.472 sh acquired 2024-07-31 sold 2025-07-29 proceeds 291.94 basis 272.19 wash sale loss disallowed 0.00 short-term covered; X120 Pioneer Chem 19.147 sh acquired 2024-01-09 sold 2025-07-30 proceeds 543.96 basis 572.67 wash sale loss disallowed 0.00 long-term covered; X139 Juniper Cloud 39.988 sh acquired 2024-01-17 sold 2025-07-31 proceeds 1,508.43 basis 1,677.32 wash sale loss disallowed 0.00 long-term covered; X124 Silverline Energy 25.978 sh acquired 2023-10-03 sold 2025-08-01 proceeds 1,413.66 basis 1,454.85 wash sale loss disallowed 0.00 long-term covered; X143 Eastline Utilities 21.519 sh acquired 2025-03-28 sold 2025-08-04 proceeds 397.78 basis 458.54 wash sale loss disallowed 60.76 short-term covered.
Field: X175_descField: X175_acqField: X175_soldField: X175_proceedsField: X175_basisField: X175_washand 64 more fields on this page