Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X64 Delmar Pharma 32.482 sh acquired 2024-06-13 sold 2025-03-06 proceeds 645.48 basis 683.57 wash sale loss disallowed 0.00 short-term covered; X161 Foxglove Retail 6.629 sh acquired 2023-07-17 sold 2025-03-06 proceeds 1,301.99 basis 1,582.67 wash sale loss disallowed 0.00 long-term covered; X259 Quarry Materials 32.752 sh acquired 2024-04-10 sold 2025-03-06 proceeds 1,827.19 basis 1,848.19 wash sale loss disallowed 0.00 short-term covered; X217 Cedar Logistics 32.948 sh acquired 2023-12-29 sold 2025-03-07 proceeds 1,888.25 basis 2,019.64 wash sale loss disallowed 131.39 long-term covered; X242 Maple Home 8.624 sh acquired 2024-06-13 sold 2025-03-07 proceeds 640.33 basis 749.78 wash sale loss disallowed 0.00 short-term covered; X187 Eastline Utilities 6.102 sh acquired 2024-08-23 sold 2025-03-11 proceeds 1,413.83 basis 1,280.72 wash sale loss disallowed 0.00 short-term covered; X24 Keystone Rail 14.799 sh acquired 2023-05-18 sold 2025-03-13 proceeds 2,201.23 basis 1,981.47 wash sale loss disallowed 0.00 long-term covered; X174 Quarry Materials 21.864 sh acquired 2023-11-27 sold 2025-03-13 proceeds 346.60 basis 324.50 wash sale loss disallowed 0.00 long-term covered; X41 Redwood Media 7.573 sh acquired 2024-02-21 sold 2025-03-14 proceeds 377.95 basis 407.29 wash sale loss disallowed 29.34 long-term covered; X229 Eastline Utilities 36.662 sh acquired 2024-09-04 sold 2025-03-14 proceeds 867.86 basis 805.51 wash sale loss disallowed 0.00 short-term covered.
Field: X64_descField: X64_acqField: X64_soldField: X64_proceedsField: X64_basisField: X64_washand 64 more fields on this page