Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X207 Harborview Insurance 4.799 sh acquired 2023-07-12 sold 2025-02-04 proceeds 2,193.94 basis 2,026.23 wash sale loss disallowed 0.00 long-term covered; X252 Bayfront Foods 1.332 sh acquired 2023-06-16 sold 2025-02-04 proceeds 1,496.81 basis 1,294.60 wash sale loss disallowed 0.00 long-term covered; X213 Maple Home 38.357 sh acquired 2023-06-20 sold 2025-02-06 proceeds 1,145.37 basis 1,011.68 wash sale loss disallowed 0.00 long-term covered; X176 Bayfront Foods 8.306 sh acquired 2024-08-15 sold 2025-02-07 proceeds 1,813.84 basis 1,674.83 wash sale loss disallowed 0.00 short-term covered; X117 Juniper Cloud 18.596 sh acquired 2024-07-30 sold 2025-02-10 proceeds 2,264.76 basis 2,348.98 wash sale loss disallowed 84.22 short-term covered; X133 Delmar Pharma 19.766 sh acquired 2023-07-13 sold 2025-02-11 proceeds 1,154.90 basis 1,362.58 wash sale loss disallowed 0.00 long-term covered; X212 Northwind Air 24.387 sh acquired 2024-12-18 sold 2025-02-11 proceeds 1,059.30 basis 1,139.23 wash sale loss disallowed 0.00 short-term covered; X100 Oakmont Bank 21.662 sh acquired 2024-12-12 sold 2025-02-12 proceeds 430.00 basis 463.72 wash sale loss disallowed 0.00 short-term covered; X150 Keystone Rail 37.719 sh acquired 2024-05-20 sold 2025-02-12 proceeds 1,954.08 basis 1,903.51 wash sale loss disallowed 0.00 short-term covered; X96 Lumen Optics 22.506 sh acquired 2023-06-02 sold 2025-02-19 proceeds 1,512.32 basis 1,478.13 wash sale loss disallowed 0.00 long-term covered.
Field: X207_descField: X207_acqField: X207_soldField: X207_proceedsField: X207_basisField: X207_washand 64 more fields on this page