Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X140 Foxglove Retail 3.828 sh acquired 2023-05-19 sold 2025-08-07 proceeds 1,808.22 basis 2,041.07 wash sale loss disallowed 0.00 long-term covered; X97 Ivory Semis 28.122 sh acquired 2024-05-03 sold 2025-08-08 proceeds 1,811.12 basis 1,726.57 wash sale loss disallowed 0.00 long-term covered; X152 Quarry Materials 14.949 sh acquired 2024-06-24 sold 2025-08-11 proceeds 1,591.83 basis 1,855.58 wash sale loss disallowed 0.00 long-term covered; X116 Harborview Insurance 10.382 sh acquired 2024-03-15 sold 2025-08-12 proceeds 2,271.72 basis 2,116.93 wash sale loss disallowed 0.00 long-term covered; X201 Silverline Energy 29.685 sh acquired 2024-05-06 sold 2025-08-14 proceeds 456.86 basis 400.92 wash sale loss disallowed 0.00 long-term covered; X184 Harborview Insurance 18.584 sh acquired 2023-12-13 sold 2025-08-18 proceeds 1,057.50 basis 998.76 wash sale loss disallowed 0.00 long-term covered; X233 Pioneer Chem 12.797 sh acquired 2024-11-04 sold 2025-08-18 proceeds 1,344.74 basis 1,227.07 wash sale loss disallowed 0.00 short-term covered; X12 Delmar Pharma 25.482 sh acquired 2023-03-03 sold 2025-08-19 proceeds 1,059.01 basis 936.70 wash sale loss disallowed 0.00 long-term covered; X108 Foxglove Retail 39.553 sh acquired 2024-03-25 sold 2025-08-20 proceeds 2,103.63 basis 2,395.85 wash sale loss disallowed 292.22 long-term covered; X17 Delmar Pharma 6.616 sh acquired 2024-02-22 sold 2025-08-25 proceeds 1,680.45 basis 1,816.05 wash sale loss disallowed 0.00 long-term covered.
Field: X140_descField: X140_acqField: X140_soldField: X140_proceedsField: X140_basisField: X140_washand 64 more fields on this page