Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X128 Silverline Energy 26.877 sh acquired 2025-04-23 sold 2025-10-21 proceeds 1,921.75 basis 1,835.14 wash sale loss disallowed 0.00 short-term covered; X223 Bayfront Foods 33.641 sh acquired 2023-07-26 sold 2025-10-21 proceeds 1,502.83 basis 1,685.24 wash sale loss disallowed 0.00 long-term covered; X109 Delmar Pharma 26.586 sh acquired 2023-10-30 sold 2025-10-22 proceeds 860.99 basis 839.76 wash sale loss disallowed 0.00 long-term covered; X86 Pioneer Chem 26.112 sh acquired 2023-12-13 sold 2025-10-23 proceeds 1,799.46 basis 1,898.34 wash sale loss disallowed 0.00 long-term covered; X106 Delmar Pharma 31.935 sh acquired 2024-10-09 sold 2025-10-24 proceeds 1,514.10 basis 1,776.55 wash sale loss disallowed 0.00 long-term covered; X42 Harborview Insurance 21.337 sh acquired 2023-08-15 sold 2025-10-27 proceeds 540.98 basis 559.59 wash sale loss disallowed 18.61 long-term covered; X192 Pioneer Chem 7.62 sh acquired 2023-05-16 sold 2025-10-28 proceeds 1,194.86 basis 1,111.62 wash sale loss disallowed 0.00 long-term covered; X83 Eastline Utilities 12.267 sh acquired 2023-08-18 sold 2025-10-29 proceeds 678.00 basis 825.33 wash sale loss disallowed 0.00 long-term covered; X243 Juniper Cloud 36.806 sh acquired 2024-06-26 sold 2025-10-29 proceeds 1,740.58 basis 1,858.97 wash sale loss disallowed 0.00 long-term covered; X163 Juniper Cloud 2.262 sh acquired 2024-03-18 sold 2025-10-30 proceeds 903.97 basis 835.14 wash sale loss disallowed 0.00 long-term covered.
Field: X128_descField: X128_acqField: X128_soldField: X128_proceedsField: X128_basisField: X128_washand 64 more fields on this page