Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X101 Acadia Robotics 36.742 sh acquired 2025-03-04 sold 2025-08-25 proceeds 834.84 basis 897.72 wash sale loss disallowed 0.00 short-term covered; X146 Cedar Logistics 27.243 sh acquired 2024-08-27 sold 2025-08-26 proceeds 1,167.53 basis 1,409.68 wash sale loss disallowed 242.15 short-term covered; X227 Delmar Pharma 28.716 sh acquired 2025-07-16 sold 2025-08-27 proceeds 1,013.94 basis 916.04 wash sale loss disallowed 0.00 short-term covered; X195 Quarry Materials 23.708 sh acquired 2025-04-30 sold 2025-08-28 proceeds 2,243.35 basis 2,067.29 wash sale loss disallowed 0.00 short-term covered; X31 Maple Home 11.06 sh acquired 2025-04-24 sold 2025-08-29 proceeds 1,530.96 basis 1,767.68 wash sale loss disallowed 0.00 short-term covered; X85 Acadia Robotics 25.219 sh acquired 2025-07-01 sold 2025-08-29 proceeds 2,066.83 basis 2,293.45 wash sale loss disallowed 0.00 short-term covered; X91 Maple Home 24.286 sh acquired 2024-01-29 sold 2025-09-02 proceeds 1,233.15 basis 1,312.74 wash sale loss disallowed 0.00 long-term covered; X122 Pioneer Chem 34.86 sh acquired 2024-07-03 sold 2025-09-02 proceeds 1,337.53 basis 1,182.14 wash sale loss disallowed 0.00 long-term covered; X52 Acadia Robotics 8.721 sh acquired 2025-04-14 sold 2025-09-05 proceeds 357.80 basis 342.53 wash sale loss disallowed 0.00 short-term covered; X4 Lumen Optics 35.464 sh acquired 2023-01-04 sold 2025-09-08 proceeds 244.57 basis 265.33 wash sale loss disallowed 20.76 long-term covered.
Field: X101_descField: X101_acqField: X101_soldField: X101_proceedsField: X101_basisField: X101_washand 64 more fields on this page