Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X60 Harborview Insurance 3.778 sh acquired 2024-07-29 sold 2025-09-09 proceeds 1,816.82 basis 1,706.65 wash sale loss disallowed 0.00 long-term covered; X33 Redwood Media 20.732 sh acquired 2025-08-14 sold 2025-09-10 proceeds 2,678.98 basis 2,364.13 wash sale loss disallowed 0.00 short-term covered; X215 Foxglove Retail 33.391 sh acquired 2023-02-03 sold 2025-09-10 proceeds 365.64 basis 442.80 wash sale loss disallowed 0.00 long-term covered; X47 Cedar Logistics 6.633 sh acquired 2025-04-25 sold 2025-09-11 proceeds 1,601.68 basis 1,392.72 wash sale loss disallowed 0.00 short-term covered; X164 Ivory Semis 32.116 sh acquired 2025-01-13 sold 2025-09-12 proceeds 1,175.60 basis 1,284.36 wash sale loss disallowed 0.00 short-term covered; X210 Keystone Rail 14.18 sh acquired 2023-12-27 sold 2025-09-15 proceeds 1,830.17 basis 2,128.65 wash sale loss disallowed 0.00 long-term covered; X138 Pioneer Chem 12.983 sh acquired 2024-01-31 sold 2025-09-16 proceeds 650.02 basis 641.93 wash sale loss disallowed 0.00 long-term covered; X154 Northwind Air 2.837 sh acquired 2024-05-06 sold 2025-09-16 proceeds 1,939.24 basis 2,030.98 wash sale loss disallowed 0.00 long-term covered; X203 Granite Payments 20.682 sh acquired 2024-06-10 sold 2025-09-17 proceeds 1,705.28 basis 1,499.22 wash sale loss disallowed 0.00 long-term covered; X196 Tidewater Health 39.312 sh acquired 2025-07-07 sold 2025-09-19 proceeds 2,241.01 basis 1,955.19 wash sale loss disallowed 0.00 short-term covered.
Field: X60_descField: X60_acqField: X60_soldField: X60_proceedsField: X60_basisField: X60_washand 64 more fields on this page