Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X2 Ivory Semis 10.307 sh acquired 2024-10-14 sold 2025-02-25 proceeds 507.14 basis 481.59 wash sale loss disallowed 0.00 short-term covered; X221 Keystone Rail 29.135 sh acquired 2023-04-24 sold 2025-02-25 proceeds 2,657.65 basis 2,313.90 wash sale loss disallowed 0.00 long-term covered; X25 Keystone Rail 21.242 sh acquired 2024-06-10 sold 2025-02-26 proceeds 1,193.31 basis 1,237.48 wash sale loss disallowed 44.17 short-term covered; X7 Northwind Air 20.355 sh acquired 2023-06-14 sold 2025-02-27 proceeds 575.16 basis 609.16 wash sale loss disallowed 0.00 long-term covered; X87 Granite Payments 9.677 sh acquired 2023-07-27 sold 2025-02-27 proceeds 537.02 basis 494.68 wash sale loss disallowed 0.00 long-term covered; X114 Keystone Rail 8.625 sh acquired 2024-06-11 sold 2025-02-27 proceeds 1,666.67 basis 1,708.41 wash sale loss disallowed 0.00 short-term covered; X26 Oakmont Bank 9.758 sh acquired 2025-02-24 sold 2025-02-28 proceeds 1,327.11 basis 1,408.35 wash sale loss disallowed 0.00 short-term covered; X102 Acadia Robotics 9.197 sh acquired 2024-07-02 sold 2025-02-28 proceeds 1,647.23 basis 1,429.43 wash sale loss disallowed 0.00 short-term covered; X177 Silverline Energy 14.389 sh acquired 2024-05-09 sold 2025-02-28 proceeds 1,659.92 basis 1,993.96 wash sale loss disallowed 334.04 short-term covered; X231 Tidewater Health 2.252 sh acquired 2024-07-09 sold 2025-03-03 proceeds 310.38 basis 281.04 wash sale loss disallowed 0.00 short-term covered.
Field: X2_descField: X2_acqField: X2_soldField: X2_proceedsField: X2_basisField: X2_washand 64 more fields on this page