Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X69 Cedar Logistics 30.2 sh acquired 2024-10-02 sold 2025-01-17 proceeds 391.72 basis 451.76 wash sale loss disallowed 0.00 short-term covered; X72 Harborview Insurance 23.31 sh acquired 2024-10-16 sold 2025-01-17 proceeds 1,221.62 basis 1,278.92 wash sale loss disallowed 0.00 short-term covered; X238 Delmar Pharma 32.417 sh acquired 2024-09-24 sold 2025-01-21 proceeds 1,335.98 basis 1,432.50 wash sale loss disallowed 0.00 short-term covered; X29 Oakmont Bank 33.816 sh acquired 2024-08-30 sold 2025-01-23 proceeds 1,516.20 basis 1,324.57 wash sale loss disallowed 0.00 short-term covered; X125 Pioneer Chem 17.766 sh acquired 2024-02-20 sold 2025-01-27 proceeds 1,349.56 basis 1,448.39 wash sale loss disallowed 0.00 short-term covered; X189 Keystone Rail 10.291 sh acquired 2025-01-06 sold 2025-01-29 proceeds 1,891.54 basis 2,156.44 wash sale loss disallowed 0.00 short-term covered; X172 Pioneer Chem 21.604 sh acquired 2023-08-22 sold 2025-01-30 proceeds 368.20 basis 321.67 wash sale loss disallowed 0.00 long-term covered; X202 Northwind Air 15.946 sh acquired 2024-10-24 sold 2025-01-30 proceeds 1,843.98 basis 2,118.14 wash sale loss disallowed 274.16 short-term covered; X135 Delmar Pharma 14.777 sh acquired 2024-02-01 sold 2025-02-03 proceeds 1,341.11 basis 1,482.52 wash sale loss disallowed 141.41 long-term covered; X151 Northwind Air 35.494 sh acquired 2024-07-12 sold 2025-02-04 proceeds 458.08 basis 468.94 wash sale loss disallowed 0.00 short-term covered.
Field: X69_descField: X69_acqField: X69_soldField: X69_proceedsField: X69_basisField: X69_washand 64 more fields on this page