Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X38 Keystone Rail 19.087 sh acquired 2024-09-03 sold 2025-04-03 proceeds 1,332.81 basis 1,266.78 wash sale loss disallowed 0.00 short-term covered; X19 Bayfront Foods 18.032 sh acquired 2024-07-15 sold 2025-04-07 proceeds 1,525.72 basis 1,471.34 wash sale loss disallowed 0.00 short-term covered; X112 Harborview Insurance 27.121 sh acquired 2024-12-26 sold 2025-04-07 proceeds 1,100.29 basis 1,269.61 wash sale loss disallowed 0.00 short-term covered; X171 Redwood Media 38.54 sh acquired 2023-05-10 sold 2025-04-08 proceeds 483.21 basis 475.25 wash sale loss disallowed 0.00 long-term covered; X10 Silverline Energy 28.353 sh acquired 2024-12-11 sold 2025-04-09 proceeds 865.46 basis 830.42 wash sale loss disallowed 0.00 short-term covered; X32 Granite Payments 15.554 sh acquired 2024-04-03 sold 2025-04-09 proceeds 1,043.82 basis 1,042.55 wash sale loss disallowed 0.00 long-term covered; X170 Juniper Cloud 29.879 sh acquired 2024-08-30 sold 2025-04-09 proceeds 1,976.94 basis 1,909.59 wash sale loss disallowed 0.00 short-term covered; X228 Pioneer Chem 15.942 sh acquired 2023-11-28 sold 2025-04-11 proceeds 271.52 basis 246.70 wash sale loss disallowed 0.00 long-term covered; X111 Juniper Cloud 11.338 sh acquired 2023-04-28 sold 2025-04-14 proceeds 2,204.08 basis 2,326.65 wash sale loss disallowed 0.00 long-term covered; X11 Delmar Pharma 16.461 sh acquired 2025-02-27 sold 2025-04-15 proceeds 1,232.43 basis 1,199.55 wash sale loss disallowed 0.00 short-term covered.
Field: X38_descField: X38_acqField: X38_soldField: X38_proceedsField: X38_basisField: X38_washand 64 more fields on this page