Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X127 Acadia Robotics 38.197 sh acquired 2025-03-24 sold 2025-04-15 proceeds 945.17 basis 1,100.06 wash sale loss disallowed 0.00 short-term covered; X167 Bayfront Foods 27.767 sh acquired 2025-01-29 sold 2025-04-15 proceeds 1,339.71 basis 1,533.56 wash sale loss disallowed 0.00 short-term covered; X99 Acadia Robotics 32.683 sh acquired 2024-04-02 sold 2025-04-17 proceeds 1,319.23 basis 1,410.41 wash sale loss disallowed 0.00 long-term covered; X158 Harborview Insurance 14.329 sh acquired 2025-01-17 sold 2025-04-17 proceeds 653.35 basis 565.01 wash sale loss disallowed 0.00 short-term covered; X183 Northwind Air 5.305 sh acquired 2023-05-05 sold 2025-04-17 proceeds 1,743.33 basis 1,690.07 wash sale loss disallowed 0.00 long-term covered; X194 Eastline Utilities 27.817 sh acquired 2024-03-27 sold 2025-04-22 proceeds 1,353.91 basis 1,298.37 wash sale loss disallowed 0.00 long-term covered; X251 Juniper Cloud 30.863 sh acquired 2024-03-05 sold 2025-04-22 proceeds 1,554.58 basis 1,745.39 wash sale loss disallowed 0.00 long-term covered; X249 Northwind Air 22.46 sh acquired 2023-01-20 sold 2025-04-25 proceeds 1,597.06 basis 1,633.82 wash sale loss disallowed 0.00 long-term covered; X126 Acadia Robotics 38.32 sh acquired 2024-08-02 sold 2025-04-28 proceeds 545.07 basis 477.46 wash sale loss disallowed 0.00 short-term covered; X51 Juniper Cloud 34.778 sh acquired 2025-01-08 sold 2025-04-29 proceeds 2,425.25 basis 2,272.10 wash sale loss disallowed 0.00 short-term covered.
Field: X127_descField: X127_acqField: X127_soldField: X127_proceedsField: X127_basisField: X127_washand 64 more fields on this page